MWP
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Moller Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Moller Wealth Partners’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
Q2 		$6.25M Buy
40,487
+896
+2% +$141K 1.13% 24
2026
Q1 		$5.77M Buy
39,591
+1,140
+3% +$172K 1.14% 23
2025
Q4 		$5.51M Buy
38,451
+189
+0.5% +$26.9K 1.15% 23
2025
Q3 		$5.45M Sell
38,262
-837
-2% -$116K 1.14% 23
2025
Q2 		$5.25M Buy
39,099
+2,791
+8% +$344K 1.16% 23
2025
Q1 		$4.2M Buy
36,308
+4,408
+14% +$512K 1.04% 23
2024
Q4 		$3.65M Buy
31,900
+384
+1% +$46.1K 0.96% 25
2024
Q3 		$3.97M Buy
31,516
+167
+0.5% +$20.1K 0.99% 25
2024
Q2 		$3.68M Buy
31,349
+229
+0.7% +$26.9K 0.98% 25
2024
Q1 		$3.64M Buy
31,120
+169
+0.5% +$19.1K 0.99% 25
2023
Q4 		$3.56M Buy
30,951
+1,684
+6% +$181K 1% 25
2023
Q3 		$3.11M Sell
29,267
-199
-0.7% -$22.1K 0.99% 25
2023
Q2 		$3.26M Buy
29,466
+42
+0.1% +$4.63K 0.99% 25
2023
Q1 		$3.21M Buy
29,424
+102
+0.3% +$11.1K 0.99% 25
2022
Q4 		$3.01M Buy
29,322
+2,605
+10% +$262K 0.97% 25
2022
Q3 		$2.48M Buy
26,717
+1,539
+6% +$160K 0.89% 24
2022
Q2 		$2.6M Buy
25,178
+1,791
+8% +$203K 0.88% 25
2022
Q1 		$2.9M Buy
23,387
+1,510
+7% +$189K 0.9% 24
2021
Q4 		$2.93M Buy
21,877
+1,762
+9% +$238K 0.94% 23
2021
Q3 		$2.69M Buy
20,115
+398
+2% +$54.8K 0.89% 23
2021
Q2 		$2.69M Buy
19,717
+519
+3% +$70.2K 0.88% 23
2021
Q1 		$2.46M Buy
19,198
+1,890
+11% +$239K 0.86% 24
2020
Q4 		$2.11M Buy
17,308
+541
+3% +$61.2K 0.87% 24
2020
Q3 		$1.76M Buy
16,767
+65
+0.4% +$6.77K 0.79% 25
2020
Q2 		$1.61M Buy
16,702
+963
+6% +$86K 0.71% 25
2020
Q1 		$1.23M Buy
15,739
+2,994
+23% +$298K 0.64% 24
2019
Q4 		$1.42M Buy
12,745
+776
+6% +$82.8K 0.63% 25
2019
Q3 		$1.22M Buy
11,969
+885
+8% +$90.8K 0.59% 25
2019
Q2 		$1.17M Buy
11,084
+5,620
+103% +$586K 0.6% 26
2019
Q1 		$569K Buy
5,464
+975
+22% +$99.2K 0.26% 35
2018
Q4 		$440K Hold
4,489
– – 0.29% 45
2018
Q3 		$503K Sell
4,489
-190,727
-98% -$21.7M 0.22% 28
2018
Q2 		$22.5M Buy
195,216
+27,097
+16% +$3.25M 8.75% 3
2018
Q1 		$20M Sell
168,119
-27,223
-14% -$3.29M 8.69% 3
2017
Q4 		$23.3M Buy
195,342
+1,618
+0.8% +$189K 8.86% 3
2017
Q3 		$22.3M Sell
193,724
-1,194
-0.6% -$134K 8.52% 4
2017
Q2 		$21.1M Buy
194,918
+146,193
+300% +$15.6M 8.87% 3
2017
Q1 		$5M Buy
+48,725
New +$4.86M 2.19% 12
2016
Q4 		– Sell
-9,815
Closed -$977K – 47
2016
Q3 		$977K Sell
9,815
-38,447
-80% -$3.74M 0.45% 25
2016
Q2 		$4.49M Buy
+48,262
New +$4.57M 2.2% 12
2015
Q3 		– Sell
-212,861
Closed -$21.7M – 42
2015
Q2 		$21.7M Buy
+212,861
New +$22.3M 9.85% 3
2014
Q4 		– Sell
-53,611
Closed -$5.47M – 52
2014
Q3 		$5.47M Sell
53,611
-127,428
-70% -$13.8M 2.58% 10
2014
Q2 		$20.1M Buy
181,039
+20,980
+13% +$2.28M 9.14% 2
2014
Q1 		$17.1M Buy
160,059
+17,118
+12% +$1.79M 8.73% 3
2013
Q4 		$14.7M Buy
142,941
+49,576
+53% +$5.03M 7.9% 5
2013
Q3 		$9.28M Buy
93,365
+79,610
+579% +$7.6M 5.83% 7
2013
Q2 		$1.23M Buy
+13,755
New +$1.3M 0.9% 21

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Moller Wealth Partners's VSS Position: Q2 2026 in Review

Moller Wealth Partners increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.3% in Q2 2026, buying an estimated $141K and bringing the position to 40,487 shares worth $6.25M. The position accounts for 1.13% of the portfolio, ranked #24.

Moller Wealth Partners first reported a position in VSS in Q2 2013 and has held it in 47 quarters since. The position peaked at $23.3M in Q4 2017. 152 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Moller Wealth Partners held 40,487 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.25M as of Q2 2026.
  • Moller Wealth Partners bought 896 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $141K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.13% of Moller Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Moller Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and has held it in 47 quarters since.
  • Moller Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $23.3M in Q4 2017.
  • 152 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.