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

Mutual 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
2026 Q1	$560K	Buy	3,843 +1,224	+47%	+$185K	0.01%	830
2025 Q4	$375K	Sell	2,619 -137	-5%	-$19.5K	0.01%	1004
2025 Q3	$395K	Buy	2,756 +122	+5%	+$16.9K	0.01%	957
2025 Q2	$361K	Buy	+2,634	New	+$325K	0.01%	923
2022 Q4	–	Sell	-4,356	Closed	-$404K	–	980
2022 Q3	$404K	Buy	+4,356	New	+$453K	0.02%	626
2021 Q4	–	Sell	-1,865	Closed	-$249K	–	933
2021 Q3	$249K	Sell	1,865 -36	-2%	-$4.96K	0.01%	765
2021 Q2	$259K	Sell	1,901 -5,343	-74%	-$723K	0.02%	717
2021 Q1	$930K	Buy	+7,244	New	+$918K	0.06%	337
2020 Q1	–	Sell	-2,278	Closed	-$253K	–	645
2019 Q4	$253K	Buy	+2,278	New	+$243K	0.03%	504

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

Mutual Advisors's VSS Position: Q1 2026 in Review

Mutual Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 47% in Q1 2026, buying an estimated $185K and bringing the position to 3,843 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #830.

Mutual Advisors first reported a position in VSS in Q4 2019 and has held it in 9 quarters since. The position peaked at $930K in Q1 2021. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Mutual Advisors held 3,843 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $560K as of Q1 2026.
Mutual Advisors bought 1,224 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $185K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #830 holding.
Mutual Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 9 quarters since.
Mutual Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $930K in Q1 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.