MWM
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Mission Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Mission Wealth Management’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
Q1 		$2.59M Sell
17,793
-293
-2% -$44.3K 0.05% 181
2025
Q4 		$2.59M Sell
18,086
-937
-5% -$133K 0.05% 189
2025
Q3 		$2.71M Sell
19,023
-181
-0.9% -$25.1K 0.05% 181
2025
Q2 		$2.58M Buy
19,204
+766
+4% +$94.5K 0.06% 183
2025
Q1 		$2.13M Sell
18,438
-330
-2% -$38.4K 0.05% 186
2024
Q4 		$2.15M Sell
18,768
-1,320
-7% -$159K 0.05% 176
2024
Q3 		$2.53M Sell
20,088
-542
-3% -$65.3K 0.06% 160
2024
Q2 		$2.42M Sell
20,630
-422
-2% -$49.5K 0.06% 151
2024
Q1 		$2.46M Sell
21,052
-651
-3% -$73.7K 0.06% 160
2023
Q4 		$2.5M Sell
21,703
-849
-4% -$91.2K 0.08% 125
2023
Q3 		$2.4M Sell
22,552
-1,332
-6% -$148K 0.09% 115
2023
Q2 		$2.64M Sell
23,884
-686
-3% -$75.6K 0.1% 106
2023
Q1 		$2.68M Sell
24,570
-2,139
-8% -$232K 0.11% 106
2022
Q4 		$2.75M Buy
26,709
+11,521
+76% +$1.16M 0.13% 98
2022
Q3 		$1.41M Sell
15,188
-336
-2% -$34.9K 0.07% 141
2022
Q2 		$1.6M Sell
15,524
-1,999
-11% -$227K 0.08% 128
2022
Q1 		$2.17M Sell
17,523
-1,819
-9% -$228K 0.1% 105
2021
Q4 		$2.59M Buy
19,342
+7,114
+58% +$962K 0.12% 95
2021
Q3 		$1.64M Sell
12,228
-160
-1% -$22K 0.08% 123
2021
Q2 		$1.69M Sell
12,388
-273
-2% -$36.9K 0.09% 112
2021
Q1 		$1.63M Sell
12,661
-225
-2% -$28.5K 0.09% 102
2020
Q4 		$1.57M Buy
12,886
+117
+0.9% +$13.2K 0.1% 99
2020
Q3 		$1.34M Sell
12,769
-930
-7% -$96.9K 0.1% 94
2020
Q2 		$1.32M Sell
13,699
-12,675
-48% -$1.13M 0.11% 93
2020
Q1 		$2.06M Sell
26,374
-9,256
-26% -$921K 0.23% 60
2019
Q4 		$3.96M Sell
35,630
-6,851
-16% -$731K 0.38% 39
2019
Q3 		$4.33M Sell
42,481
-378
-0.9% -$38.8K 0.46% 32
2019
Q2 		$4.51M Sell
42,859
-6,804
-14% -$710K 0.51% 31
2019
Q1 		$5.17M Sell
49,663
-453
-0.9% -$46.1K 0.6% 31
2018
Q4 		$4.75M Buy
50,116
+41,365
+473% +$4.19M 0.62% 27
2018
Q3 		$982K Buy
8,751
+1,095
+14% +$125K 0.13% 94
2018
Q2 		$884K Buy
7,656
+1
+0% +$120 0.13% 92
2018
Q1 		$913K Sell
7,655
-7
-0.1% -$846 0.15% 79
2017
Q4 		$914K Hold
7,662
– – 0.16% 71
2017
Q3 		$881K Sell
7,662
-26
-0.3% -$2.91K 0.16% 73
2017
Q2 		$831K Sell
7,688
-1,075
-12% -$114K 0.16% 73
2017
Q1 		$900K Hold
8,763
– – 0.18% 67
2016
Q4 		$824K Buy
8,763
+110
+1% +$10.5K 0.16% 67
2016
Q3 		$861K Buy
8,653
+190
+2% +$18.5K 0.21% 57
2016
Q2 		$788K Sell
8,463
-712
-8% -$67.5K 0.21% 54
2016
Q1 		$857K Sell
9,175
-850
-8% -$74.7K 0.23% 50
2015
Q4 		$931K Hold
10,025
– – 0.26% 40
2015
Q3 		$909K Sell
10,025
-1,615
-14% -$155K 0.28% 37
2015
Q2 		$1.16M Buy
+11,640
New +$1.22M 0.4% 31

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management's VSS Position: Q1 2026 in Review

Mission Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.6% in Q1 2026, selling an estimated $44.3K and leaving 17,793 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #181.

Mission Wealth Management first reported a position in VSS in Q2 2015 and has held it in 44 quarters since. The position peaked at $5.17M in Q1 2019. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Mission Wealth Management held 17,793 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.59M as of Q1 2026.
  • Mission Wealth Management sold 293 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $44.3K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of Mission Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Mission Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5.17M in Q1 2019.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.