Per Stirling Capital Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Per Stirling Capital 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 Q1	$253K	Buy	1,736 +229	+15%	+$34.6K	0.03%	276
2025 Q4	$216K	Buy	1,507 +58	+4%	+$8.26K	0.02%	289
2025 Q3	$207K	Buy	+1,449	New	+$201K	0.02%	277

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

Per Stirling Capital Management's VSS Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 15% in Q1 2026, buying an estimated $34.6K and bringing the position to 1,736 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #276.

Per Stirling Capital Management first reported a position in VSS in Q3 2025 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Per Stirling Capital Management held 1,736 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $253K as of Q1 2026.
Per Stirling Capital Management bought 229 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $34.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #276 holding.
Per Stirling Capital Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and has held it in 3 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.