Vestia Personal Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Vestia Personal Wealth Advisors’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
2025 Q3	–	Sell	-2,724	Closed	-$366K	–	105
2025 Q2	$366K	Sell	2,724 -164	-6%	-$20.2K	0.25%	62
2025 Q1	$334K	Buy	2,888 +71	+3%	+$8.25K	0.26%	57
2024 Q4	$322K	Sell	2,817 -184	-6%	-$22.1K	0.27%	57
2024 Q3	$378K	Buy	3,001 +80	+3%	+$9.64K	0.36%	45
2024 Q2	$343K	Buy	+2,921	New	+$343K	0.37%	44

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

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

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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vestia Personal Wealth Advisors's VSS Position: Q3 2025 in Review

Vestia Personal Wealth Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2025, closing a stake of 2,724 shares — an estimated $366K sold.

Vestia Personal Wealth Advisors first reported a position in VSS in Q2 2024 and held it in 5 quarters. The position peaked at $378K in Q3 2024. 670 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

Vestia Personal Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2025 after selling out during the quarter.
Vestia Personal Wealth Advisors sold 2,724 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2025, an estimated $366K.
Vestia Personal Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2024 and held it in 5 quarters.
Vestia Personal Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $378K in Q3 2024.
670 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Vestia Personal Wealth Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.