MPWM Advisory Solutions’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

MPWM Advisory Solutions’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	$9.72K	Hold	63	–	–	﹤0.01%	359
2026 Q1	$9.19K	Sell	63 -50	-44%	-$7.56K	﹤0.01%	353
2025 Q4	$16.2K	Hold	113	–	–	0.01%	273
2025 Q3	$16.1K	Hold	113	–	–	0.01%	253
2025 Q2	$15.2K	Hold	113	–	–	0.01%	267
2025 Q1	$13.1K	Hold	113	–	–	0.01%	284
2024 Q4	$12.9K	Buy	+113	New	+$13.6K	0.01%	293

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

MPWM Advisory Solutions's VSS Position: Q2 2026 in Review

MPWM Advisory Solutions held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 63 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

MPWM Advisory Solutions first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2K in Q4 2025. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

MPWM Advisory Solutions held 63 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $9.72K as of Q2 2026.
MPWM Advisory Solutions left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #359 holding.
MPWM Advisory Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16.2K in Q4 2025.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.