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

&Partners’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	$727K	Sell	4,989 -2,725	-35%	-$412K	﹤0.01%	1481
2025 Q4	$1.11M	Buy	7,714 +1,518	+24%	+$216K	0.01%	1168
2025 Q3	$883K	Sell	6,196 -867	-12%	-$120K	0.01%	1149
2025 Q2	$949K	Buy	7,063 +191	+3%	+$23.6K	0.01%	1010
2025 Q1	$800K	Buy	6,872 +1,045	+18%	+$121K	0.01%	911
2024 Q4	$668K	Buy	5,827 +420	+8%	+$50.5K	0.01%	940
2024 Q3	$681K	Buy	5,407 +1,505	+39%	+$181K	0.01%	721
2024 Q2	$458K	Buy	3,902 +422	+12%	+$49.5K	0.02%	574
2024 Q1	$407K	Buy	3,480 +1,062	+44%	+$120K	0.06%	309
2023 Q4	$272K	Buy	+2,418	New	+$260K	0.07%	227

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

&Partners's VSS Position: Q1 2026 in Review

&Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 35% in Q1 2026, selling an estimated $412K and leaving 4,989 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

&Partners first reported a position in VSS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

&Partners held 4,989 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $727K as of Q1 2026.
&Partners sold 2,725 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $412K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1481 holding.
&Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 10 quarters since.
&Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.11M 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.