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 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 $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

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

Sterling Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.53% in Q1 2026, selling an estimated $1.51K and leaving 1,870 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #92.

Sterling Wealth Management first reported a position in VSS in Q4 2023 and has held it in 9 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Sterling Wealth Management held 1,870 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $273K as of Q1 2026.
Sterling Wealth Management sold 10 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $1.51K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.07% of Sterling Wealth Management's portfolio in Q1 2026, its #92 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 9 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 Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.