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

Rialto 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 Q1	$230K	Sell	1,577 -1	-0.1%	-$151	0.05%	144
2025 Q4	$226K	Hold	1,578	–	–	0.05%	152
2025 Q3	$225K	Hold	1,578	–	–	0.06%	142
2025 Q2	$212K	Sell	1,578 -180	-10%	-$22.2K	0.06%	145
2025 Q1	$203K	Sell	1,758 -50	-3%	-$5.81K	0.06%	149
2024 Q4	$207K	Buy	+1,808	New	+$217K	0.07%	149

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

Rialto Wealth Management's VSS Position: Q1 2026 in Review

Rialto Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.06% in Q1 2026, selling an estimated $151 and leaving 1,577 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #144.

Rialto Wealth Management first reported a position in VSS in Q4 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Rialto Wealth Management held 1,577 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $230K as of Q1 2026.
Rialto Wealth Management sold 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q1 2026, an estimated $151.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #144 holding.
Rialto Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 6 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 Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.