Morton Brown Family Wealth’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Morton Brown Family Wealth’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	$1.16M	Sell	7,976 -2	-0%	-$302	0.31%	27
2025 Q4	$1.14M	Hold	7,978	–	–	0.31%	27
2025 Q3	$1.14M	Sell	7,978 -7	-0.1%	-$969	0.33%	28
2025 Q2	$1.07M	Sell	7,985 -461	-5%	-$56.9K	0.33%	27
2025 Q1	$976K	Sell	8,446 -1,252	-13%	-$146K	0.33%	25
2024 Q4	$1.11M	Sell	9,698 -524	-5%	-$63K	0.39%	25
2024 Q3	$1.29M	Sell	10,222 -1,383	-12%	-$167K	0.46%	24
2024 Q2	$1.4M	Sell	11,605 -709	-6%	-$83.2K	0.55%	24
2024 Q1	$1.44M	Sell	12,314 -4,041	-25%	-$457K	0.59%	21
2023 Q4	$1.88M	Sell	16,355 -1,281	-7%	-$138K	0.82%	20
2023 Q3	$1.87M	Sell	17,636 -467	-3%	-$51.8K	0.96%	20
2023 Q2	$2M	Sell	18,103 -1,706	-9%	-$188K	1.07%	19
2023 Q1	$2.16M	Sell	19,809 -1,781	-8%	-$193K	1.29%	18
2022 Q4	$2.22M	Buy	21,590 +2,054	+11%	+$207K	1.51%	16
2022 Q3	$1.81M	Buy	19,536 +5,212	+36%	+$542K	1.44%	16
2022 Q2	$1.48M	Sell	14,324 -2,030	-12%	-$230K	1.14%	17
2022 Q1	$2.03M	Sell	16,354 -1,342	-8%	-$168K	1.53%	15
2021 Q4	$2.37M	Buy	+17,696	New	+$2.39M	1.82%	13

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

Morton Brown Family Wealth's VSS Position: Q1 2026 in Review

Morton Brown Family Wealth reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.03% in Q1 2026, selling an estimated $302 and leaving 7,976 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #27.

Morton Brown Family Wealth first reported a position in VSS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.37M in Q4 2021. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Morton Brown Family Wealth held 7,976 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.16M as of Q1 2026.
Morton Brown Family Wealth sold 2 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $302.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.31% of Morton Brown Family Wealth's portfolio in Q1 2026, its #27 holding.
Morton Brown Family Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 18 quarters since.
Morton Brown Family Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.37M in Q4 2021.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.