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

Sunbelt Securities’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	$3.5K	Sell	24 -19	-44%	-$2.87K	﹤0.01%	1780
2025 Q4	$6.16K	Sell	43 -57	-57%	-$8.12K	﹤0.01%	1570
2025 Q3	$14.3K	Buy	100 +43	+75%	+$5.96K	﹤0.01%	1356
2025 Q2	$6.53K	Sell	57 -32	-36%	-$3.95K	﹤0.01%	1394
2025 Q1	$10.3K	Buy	89 +32	+56%	+$3.72K	﹤0.01%	1266
2024 Q4	$6.52K	Hold	57	–	–	﹤0.01%	1395
2024 Q3	$7.18K	Hold	57	–	–	﹤0.01%	1362
2024 Q2	$6.7K	Hold	57	–	–	﹤0.01%	1344
2024 Q1	$6.66K	Hold	57	–	–	﹤0.01%	1308
2023 Q4	$6.56K	Hold	57	–	–	﹤0.01%	1254
2023 Q3	$6.05K	Hold	57	–	–	﹤0.01%	1270
2023 Q2	$6.3K	Hold	57	–	–	﹤0.01%	1283
2023 Q1	$6.2K	Buy	+57	New	+$6.19K	﹤0.01%	1244

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

Sunbelt Securities's VSS Position: Q1 2026 in Review

Sunbelt Securities reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 44% in Q1 2026, selling an estimated $2.87K and leaving 24 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Sunbelt Securities first reported a position in VSS in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.3K in Q3 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Sunbelt Securities held 24 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.5K as of Q1 2026.
Sunbelt Securities sold 19 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $2.87K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1780 holding.
Sunbelt Securities first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $14.3K in Q3 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.