My Personal CFO LLC’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

My Personal CFO LLC’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
2025 Q4	–	Sell	-20,322	Closed	-$2.9M	–	158
2025 Q3	$2.9M	Buy	+20,322	New	+$2.81M	1.12%	26
2023 Q1	–	Sell	-78	Closed	-$8.02K	–	805
2022 Q4	$8.02K	Buy	+78	New	+$7.84K	0.01%	297

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Align Financial Hermantown, Minnesota $202M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

My Personal CFO LLC's VSS Position: Q4 2025 in Review

My Personal CFO LLC sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 20,322 shares — an estimated $2.9M sold.

My Personal CFO LLC first reported a position in VSS in Q4 2022 and held it in 2 quarters. The position peaked at $2.9M in Q3 2025. 682 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

My Personal CFO LLC reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 20,322 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $2.9M.
My Personal CFO LLC first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and held it in 2 quarters.
My Personal CFO LLC's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.9M in Q3 2025.
682 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.