NWM
VSS icon

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

Northwest 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
Q2 		$240K Sell
1,556
-17
-1% -$2.67K 0.03% 235
2026
Q1 		$229K Sell
1,573
-481
-23% -$72.7K 0.03% 217
2025
Q4 		$294K Sell
2,054
-930
-31% -$132K 0.05% 188
2025
Q3 		$425K Hold
2,984
– – 0.07% 121
2025
Q2 		$401K Sell
2,984
-129
-4% -$15.9K 0.07% 119
2025
Q1 		$360K Sell
3,113
-227
-7% -$26.4K 0.07% 120
2024
Q4 		$382K Sell
3,340
-189
-5% -$22.7K 0.08% 108
2024
Q3 		$445K Sell
3,529
-371
-10% -$44.7K 0.1% 99
2024
Q2 		$458K Sell
3,900
-144
-4% -$16.9K 0.12% 95
2024
Q1 		$472K Buy
4,044
+44
+1% +$4.98K 0.13% 96
2023
Q4 		$460K Sell
4,000
-526
-12% -$56.5K 0.14% 95
2023
Q3 		$481K Sell
4,526
-65
-1% -$7.22K 0.17% 88
2023
Q2 		$507K Sell
4,591
-17
-0.4% -$1.87K 0.18% 90
2023
Q1 		$503K Sell
4,608
-302
-6% -$32.8K 0.19% 94
2022
Q4 		$505K Sell
4,910
-2,159
-31% -$217K 0.22% 88
2022
Q3 		$656K Sell
7,069
-75
-1% -$7.8K 0.29% 79
2022
Q2 		$737K Sell
7,144
-1,442
-17% -$164K 0.32% 75
2022
Q1 		$1.06M Buy
8,586
+238
+3% +$29.9K 0.52% 50
2021
Q4 		$1.12M Sell
8,348
-441
-5% -$59.7K 0.52% 51
2021
Q3 		$1.18M Sell
8,789
-117
-1% -$16.1K 0.58% 47
2021
Q2 		$1.22M Sell
8,906
-496
-5% -$67.1K 0.64% 44
2021
Q1 		$1.21M Sell
9,402
-421
-4% -$53.3K 0.76% 37
2020
Q4 		$1.2M Sell
9,823
-491
-5% -$55.5K 0.83% 36
2020
Q3 		$1.09M Sell
10,314
-1,880
-15% -$196K 0.9% 34
2020
Q2 		$1.18M Sell
12,194
-2,105
-15% -$188K 1.03% 26
2020
Q1 		$1.12M Sell
14,299
-8,704
-38% -$866K 1.13% 25
2019
Q4 		$2.56M Sell
23,003
-2,532
-10% -$270K 2.34% 12
2019
Q3 		$2.6M Sell
25,535
-4,193
-14% -$430K 2.14% 10
2019
Q2 		$3.13M Buy
29,728
+166
+0.6% +$17.3K 2.52% 8
2019
Q1 		$3.08M Sell
29,562
-5,762
-16% -$586K 2.32% 9
2018
Q4 		$3.34M Buy
35,324
+13,462
+62% +$1.37M 2.83% 7
2018
Q3 		$2.45M Sell
21,862
-1,914
-8% -$218K 1.84% 12
2018
Q2 		$2.74M Buy
23,776
+764
+3% +$91.5K 2.06% 12
2018
Q1 		$2.74M Sell
23,012
-463
-2% -$55.9K 2.04% 12
2017
Q4 		$2.8M Sell
23,475
-438
-2% -$51K 2.28% 12
2017
Q3 		$2.75M Sell
23,913
-3,578
-13% -$400K 3.84% 8
2017
Q2 		$2.97M Buy
27,491
+751
+3% +$79.9K 2.71% 11
2017
Q1 		$2.75M Buy
26,740
+1,209
+5% +$121K 2.54% 11
2016
Q4 		$2.4M Buy
+25,531
New +$2.44M 2.45% 11

Other funds holding VSS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Northwest Wealth Management's VSS Position: Q2 2026 in Review

Northwest Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.1% in Q2 2026, selling an estimated $2.67K and leaving 1,556 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #235.

Northwest Wealth Management first reported a position in VSS in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.34M in Q4 2018. 312 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Northwest Wealth Management held 1,556 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $240K as of Q2 2026.
  • Northwest Wealth Management sold 17 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $2.67K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Northwest Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.34M in Q4 2018.
  • 312 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.