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

MorganRosel 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 Q2	$436K	Buy	2,829 +292	+12%	+$45.8K	0.15%	85
2026 Q1	$370K	Sell	2,537 -1,339	-35%	-$202K	0.15%	87
2025 Q4	$556K	Buy	3,876 +364	+10%	+$51.8K	0.14%	86
2025 Q3	$501K	Buy	3,512 +260	+8%	+$36K	0.13%	87
2025 Q2	$437K	Buy	3,252 +95	+3%	+$11.7K	0.12%	87
2025 Q1	$365K	Buy	3,157 +788	+33%	+$91.6K	0.11%	89
2024 Q4	$271K	Sell	2,369 -368	-13%	-$44.2K	0.09%	96
2024 Q3	$345K	Hold	2,737	–	–	0.11%	88
2024 Q2	$322K	Sell	2,737 -1,437	-34%	-$169K	0.11%	87
2024 Q1	$488K	Sell	4,174 -1,731	-29%	-$196K	0.17%	80
2023 Q4	$679K	Buy	5,905 +1,075	+22%	+$116K	0.26%	65
2023 Q3	$513K	Hold	4,830	–	–	0.21%	72
2023 Q2	$534K	Buy	4,830 +186	+4%	+$20.5K	0.22%	72
2023 Q1	$507K	Buy	4,644 +824	+22%	+$89.5K	0.22%	72
2022 Q4	$393K	Buy	3,820 +90	+2%	+$9.05K	0.18%	75
2022 Q3	$346K	Buy	+3,730	New	+$388K	0.17%	75
2022 Q2	–	Sell	-1,643	Closed	-$204K	–	98
2022 Q1	$204K	Buy	+1,643	New	+$206K	0.1%	87

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MorganRosel Wealth Management's VSS Position: Q2 2026 in Review

MorganRosel Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 12% in Q2 2026, buying an estimated $45.8K and bringing the position to 2,829 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #85.

MorganRosel Wealth Management first reported a position in VSS in Q1 2022 and has held it in 17 quarters since. The position peaked at $679K in Q4 2023. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

MorganRosel Wealth Management held 2,829 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $436K as of Q2 2026.
MorganRosel Wealth Management bought 292 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $45.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.15% of MorganRosel Wealth Management's portfolio in Q2 2026, its #85 holding.
MorganRosel Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and has held it in 17 quarters since.
MorganRosel Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $679K in Q4 2023.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.