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

Robinswood Financial’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	$208K	Buy	1,346 +1	+0.1%	+$157	0.06%	77
2026 Q1	$196K	Hold	1,345	–	–	0.06%	78
2025 Q4	$193K	Buy	1,345 +5	+0.4%	+$712	0.06%	76
2025 Q3	$191K	Buy	1,340 +2	+0.1%	+$277	0.06%	74
2025 Q2	$180K	Buy	1,338 +2	+0.1%	+$247	0.06%	78
2025 Q1	$155K	Hold	1,336	–	–	0.06%	80
2024 Q4	$153K	Buy	1,336 +4	+0.3%	+$481	0.06%	76
2024 Q3	$168K	Buy	1,332 +1	+0.1%	+$121	0.06%	76
2024 Q2	$156K	Buy	1,331 +1,099	+474%	+$129K	0.06%	74
2024 Q1	$27.2K	Hold	232	–	–	0.01%	121
2023 Q4	$26.8K	Buy	232 +27	+13%	+$2.9K	0.01%	113
2023 Q3	$21.8K	Buy	205 +1	+0.5%	+$111	0.01%	121
2023 Q2	$22.5K	Buy	+204	New	+$22.5K	0.01%	107

Other funds holding VSS

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return