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

Sterling 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 Q2	$290K	Buy	1,879 +9	+0.5%	+$1.41K	0.07%	100
2026 Q1	$273K	Sell	1,870 -10	-0.5%	-$1.51K	0.07%	92
2025 Q4	$269K	Buy	1,880 +41	+2%	+$5.84K	0.08%	90
2025 Q3	$262K	Sell	1,839 -52	-3%	-$7.2K	0.08%	89
2025 Q2	$254K	Buy	+1,891	New	+$233K	0.09%	92
2024 Q4	$216K	Sell	1,886 -30	-2%	-$3.6K	0.08%	99
2024 Q3	$241K	Sell	1,916 -44	-2%	-$5.3K	0.09%	103
2024 Q2	$230K	Sell	1,960 -43	-2%	-$5.05K	0.11%	94
2024 Q1	$234K	Buy	2,003 +44	+2%	+$4.98K	0.12%	88
2023 Q4	$225K	Buy	+1,959	New	+$211K	0.13%	85

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sterling Wealth Management's VSS Position: Q2 2026 in Review

Sterling Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.48% in Q2 2026, buying an estimated $1.41K and bringing the position to 1,879 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #100.

Sterling Wealth Management first reported a position in VSS in Q4 2023 and has held it in 10 quarters since. 724 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Sterling Wealth Management held 1,879 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $290K as of Q2 2026.
Sterling Wealth Management bought 9 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $1.41K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.07% of Sterling Wealth Management's portfolio in Q2 2026, its #100 holding.
Sterling Wealth Management 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.
724 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.