VF
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Vawter Financial’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Vawter Financial’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 		$4.77M Sell
32,747
-3,057
-9% -$462K 2.01% 16
2025
Q4 		$5.13M Sell
35,804
-100
-0.3% -$14.2K 2.17% 14
2025
Q3 		$5.12M Buy
35,904
+33,841
+1,640% +$4.69M 2.32% 12
2025
Q2 		$277K Sell
2,063
-33,687
-94% -$4.16M 3.13% 15
2025
Q1 		$4.13M Sell
35,750
-84
-0.2% -$9.76K 2.32% 14
2024
Q4 		$4.1M Sell
35,834
-144
-0.4% -$17.3K 2.46% 11
2024
Q3 		$4.53M Buy
35,978
+51
+0.1% +$6.15K 2.77% 11
2024
Q2 		$4.22M Buy
35,927
+806
+2% +$94.6K 2.9% 11
2024
Q1 		$4.1M Sell
35,121
-1,589
-4% -$180K 2.98% 10
2023
Q4 		$4.22M Buy
36,710
+10,038
+38% +$1.08M 3.3% 9
2023
Q3 		$2.83M Sell
26,672
-8,899
-25% -$988K 3.21% 12
2023
Q2 		$3.93M Buy
35,571
+362
+1% +$39.9K 3.4% 11
2023
Q1 		$3.85M Buy
35,209
+1,570
+5% +$171K 3.9% 10
2022
Q4 		$3.46M Buy
+33,639
New +$3.38M 4.03% 9

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vawter Financial's VSS Position: Q1 2026 in Review

Vawter Financial reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 8.5% in Q1 2026, selling an estimated $462K and leaving 32,747 shares worth $4.77M. The position accounts for 2.01% of the portfolio, ranked #16.

Vawter Financial first reported a position in VSS in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.13M in Q4 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Vawter Financial held 32,747 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.77M as of Q1 2026.
  • Vawter Financial sold 3,057 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $462K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.01% of Vawter Financial's portfolio in Q1 2026, its #16 holding.
  • Vawter Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Vawter Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5.13M in Q4 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 Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.