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Morling Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Morling Financial 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
2025
Q2 		– Sell
-381
Closed -$44K – 128
2025
Q1 		$44K Buy
+381
New +$44.3K 0.02% 104
2023
Q2 		– Sell
-78
Closed -$8.52K – 85
2023
Q1 		$8.52K Buy
+78
New +$8.47K 0.01% 81

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morling Financial Advisors's VSS Position: Q2 2025 in Review

Morling Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 381 shares — an estimated $44K sold.

Morling Financial Advisors first reported a position in VSS in Q1 2023 and held it in 2 quarters. The position peaked at $44K in Q1 2025. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

  • Morling Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 381 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $44K.
  • Morling Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and held it in 2 quarters.
  • Morling Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $44K in Q1 2025.
  • 648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.