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 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 $38.5B AUM 18.4% 1-Year Est. Return

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MorganRosel Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 35% in Q1 2026, selling an estimated $202K and leaving 2,537 shares worth $370K. The position accounts for 0.15% of the portfolio, ranked #87.

MorganRosel Wealth Management first reported a position in VSS in Q1 2022 and has held it in 16 quarters since. The position peaked at $679K in Q4 2023. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

MorganRosel Wealth Management held 2,537 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $370K as of Q1 2026.
MorganRosel Wealth Management sold 1,339 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $202K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.15% of MorganRosel Wealth Management's portfolio in Q1 2026, its #87 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 16 quarters since.
MorganRosel Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $679K in Q4 2023.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.