Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RBC
Roble Belko & Company’s
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
Stock Holding History
Roble Belko & Company’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
$147K
Sell
1,011
-535
-35%
-$80.9K
0.02%
143
2025
Q4
$222K
Sell
1,546
-31
-2%
-$4.42K
0.03%
119
2025
Q3
$225K
Sell
1,577
-267
-14%
-$37K
0.03%
101
2025
Q2
$248K
Buy
1,844
+2
+0.1%
+$247
0.04%
99
2025
Q1
$213K
Sell
1,842
-103
-5%
-$12K
0.03%
101
2024
Q4
$223K
Buy
1,945
+11
+0.6%
+$1.32K
0.04%
102
2024
Q3
$244K
Buy
1,934
+16
+0.8%
+$1.93K
0.04%
98
2024
Q2
$225K
Buy
1,918
+23
+1%
+$2.7K
0.04%
98
2024
Q1
$221K
Sell
1,895
-57
-3%
-$6.45K
0.04%
94
2023
Q4
$225K
Sell
1,952
-1
-0.1%
-$107
0.04%
84
2023
Q3
$207K
Sell
1,953
-1,439
-42%
-$160K
0.04%
83
2023
Q2
$375K
Buy
3,392
+99
+3%
+$10.9K
0.07%
65
2023
Q1
$360K
Buy
3,293
+62
+2%
+$6.74K
0.07%
68
2022
Q4
$332K
Buy
3,231
+476
+17%
+$47.9K
0.07%
75
2022
Q3
$256K
Hold
2,755
–
–
0.06%
78
2022
Q2
$284K
Hold
2,755
–
–
0.06%
74
2022
Q1
$341K
Hold
2,755
–
–
0.06%
73
2021
Q4
$369K
Hold
2,755
–
–
0.07%
69
2021
Q3
$368K
Hold
2,755
–
–
0.08%
62
2021
Q2
$376K
Buy
+2,755
New
+$373K
0.09%
67
2019
Q3
–
Sell
-922
Closed
-$97K
–
353
2019
Q2
$97K
Buy
+922
New
+$96.2K
0.03%
120
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
$75.5B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close