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Moneta Group Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Moneta Group Investment 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
Q1 		$783K Buy
5,369
+189
+4% +$28.6K 0.01% 409
2025
Q4 		$742K Buy
5,180
+1,345
+35% +$192K 0.01% 418
2025
Q3 		$547K Buy
3,835
+21
+0.6% +$2.91K ﹤0.01% 470
2025
Q2 		$513K Sell
3,814
-826
-18% -$102K 0.01% 430
2025
Q1 		$536K Sell
4,640
-598
-11% -$69.5K 0.01% 399
2024
Q4 		$600K Buy
5,238
+2,694
+106% +$324K 0.01% 369
2024
Q3 		$320K Buy
2,544
+446
+21% +$53.8K ﹤0.01% 504
2024
Q2 		$247K Buy
2,098
+199
+10% +$23.4K ﹤0.01% 530
2024
Q1 		$222K Buy
1,899
+126
+7% +$14.3K ﹤0.01% 558
2023
Q4 		$204K Buy
+1,773
New +$191K ﹤0.01% 529
2023
Q3 		– Sell
-2,320
Closed -$256K – 561
2023
Q2 		$256K Sell
2,320
-1,036
-31% -$114K 0.01% 454
2023
Q1 		$367K Sell
3,356
-392
-10% -$42.6K 0.01% 375
2022
Q4 		$418K Buy
+3,748
New +$377K 0.01% 318
2022
Q3 		– Sell
-2,006
Closed -$207K – 468
2022
Q2 		$207K Buy
2,006
+61
+3% +$6.92K 0.01% 436
2022
Q1 		$241K Sell
1,945
-11
-0.6% -$1.38K 0.01% 394
2021
Q4 		$262K Buy
1,956
+49
+3% +$6.63K 0.01% 405
2021
Q3 		$255K Buy
1,907
+104
+6% +$14.3K 0.01% 389
2021
Q2 		$246K Buy
+1,803
New +$244K 0.01% 402
2018
Q4 		– Sell
-509
Closed -$57K – 253
2018
Q3 		$57K Buy
509
+141
+38% +$16.1K 0.01% 232
2018
Q2 		$42K Buy
+368
New +$44.1K ﹤0.01% 318

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

Moneta Group Investment Advisors's VSS Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.6% in Q1 2026, buying an estimated $28.6K and bringing the position to 5,369 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #409.

Moneta Group Investment Advisors first reported a position in VSS in Q2 2018 and has held it in 20 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Moneta Group Investment Advisors held 5,369 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $783K as of Q1 2026.
  • Moneta Group Investment Advisors bought 189 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $28.6K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #409 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2018 and has held it in 20 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.