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

Mowery & Schoenfeld 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	–	Sell	-11	Closed	-$1.58K	–	491
2025 Q4	$1.58K	Buy	+11	New	+$1.57K	﹤0.01%	409

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VSS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2026, closing a stake of 11 shares — an estimated $1.58K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VSS in Q4 2025 and held it in 1 quarter. The position peaked at $1.58K in Q4 2025. 702 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 11 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $1.58K.
Mowery & Schoenfeld Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and held it in 1 quarter.
Mowery & Schoenfeld Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.58K in Q4 2025.
702 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.