Minot DeBlois Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Minot DeBlois Advisors’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.36M	Sell	8,774 -131	-1%	-$20.5K	1.16%	24
2026 Q2	$1.37M	Sell	8,905 -77	-0.9%	-$12.1K	1.18%	23
2026 Q1	$1.31M	Buy	8,982 +123	+1%	+$18.6K	1.19%	22
2025 Q4	$1.27M	Sell	8,859 -50	-0.6%	-$7.12K	1.14%	26
2025 Q3	$1.27M	Sell	8,909 -94	-1%	-$13K	1.15%	25
2025 Q2	$1.21M	Sell	9,003 -272	-3%	-$33.6K	1.15%	25
2025 Q1	$1.07M	Sell	9,275 -365	-4%	-$42.4K	1.07%	27
2024 Q4	$1.1M	Buy	+9,640	New	+$1.16M	1.01%	27

Other funds holding VSS

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Minot DeBlois Advisors's VSS Position: Q3 2026 in Review

Minot DeBlois Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.5% in Q3 2026, selling an estimated $20.5K and leaving 8,774 shares worth $1.36M. The position accounts for 1.16% of the portfolio, ranked #24.

Minot DeBlois Advisors first reported a position in VSS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q2 2026. 519 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Minot DeBlois Advisors held 8,774 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.36M as of Q3 2026.
Minot DeBlois Advisors sold 131 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $20.5K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.16% of Minot DeBlois Advisors's portfolio in Q3 2026, its #24 holding.
Minot DeBlois Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 8 quarters since.
Minot DeBlois Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.37M in Q2 2026.
519 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Minot DeBlois Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.