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 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 $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

MPWM Advisory Solutions's VSS Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 44% in Q1 2026, selling an estimated $7.56K and leaving 63 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

MPWM Advisory Solutions first reported a position in VSS in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2K in Q4 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

MPWM Advisory Solutions held 63 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $9.19K as of Q1 2026.
MPWM Advisory Solutions sold 50 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $7.56K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #353 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 6 quarters since.
MPWM Advisory Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16.2K in Q4 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.