Sterling Wealth Management
VSS icon

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
Q3 		$292K Buy
1,883
+4
+0.2% +$625 0.08% 94
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Sterling Wealth Management's VSS Position: Q3 2026 in Review

Sterling Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.21% in Q3 2026, buying an estimated $625 and bringing the position to 1,883 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #94.

Sterling Wealth Management first reported a position in VSS in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Sterling Wealth Management held 1,883 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $292K as of Q3 2026.
  • Sterling Wealth Management bought 4 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $625.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.08% of Sterling Wealth Management's portfolio in Q3 2026, its #94 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 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.