WBH Advisory’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $274K | Hold |
1,850
| – | – | 0.02% | 314 |
|
|
2025
Q4 | $265K | Hold |
1,850
| – | – | 0.02% | 304 |
|
|
2025
Q3 | $264K | Sell |
1,850
-105
| -5% | -$14.5K | 0.02% | 307 |
|
|
2025
Q2 | $263K | Sell |
1,955
-15
| -0.8% | -$1.85K | 0.02% | 301 |
|
|
2025
Q1 | $228K | Sell |
1,970
-1
| -0.1% | -$116 | 0.02% | 304 |
|
|
2024
Q4 | $226K | Sell |
1,971
-69
| -3% | -$8.29K | 0.02% | 301 |
|
|
2024
Q3 | $257K | Hold |
2,040
| – | – | 0.02% | 283 |
|
|
2024
Q2 | $240K | Hold |
2,040
| – | – | 0.02% | 284 |
|
|
2024
Q1 | $238K | Sell |
2,040
-80
| -4% | -$9.05K | 0.02% | 284 |
|
|
2023
Q4 | $244K | Buy |
2,120
+1
| +0% | +$107 | 0.03% | 281 |
|
|
2023
Q3 | $225K | Hold |
2,119
| – | – | 0.03% | 276 |
|
|
2023
Q2 | $234K | Sell |
2,119
-1
| -0% | -$110 | 0.03% | 278 |
|
|
2023
Q1 | $232K | Buy |
+2,120
| New | +$230K | 0.03% | 285 |
|
|
2022
Q3 | – | Sell |
-2,473
| Closed | -$250K | – | 307 |
|
|
2022
Q2 | $250K | Sell |
2,473
-189
| -7% | -$21.4K | 0.03% | 272 |
|
|
2022
Q1 | $309K | Hold |
2,662
| – | – | 0.04% | 256 |
|
|
2021
Q4 | $357K | Sell |
2,662
-13
| -0.5% | -$1.76K | 0.04% | 246 |
|
|
2021
Q3 | $358K | Hold |
2,675
| – | – | 0.05% | 230 |
|
|
2021
Q2 | $367K | Sell |
2,675
-6
| -0.2% | -$812 | 0.05% | 205 |
|
|
2021
Q1 | $344K | Hold |
2,681
| – | – | 0.06% | 210 |
|
|
2020
Q4 | $337K | Buy |
2,681
+6
| +0.2% | +$679 | 0.06% | 205 |
|
|
2020
Q3 | $282K | Sell |
2,675
-77
| -3% | -$8.02K | 0.06% | 206 |
|
|
2020
Q2 | $265K | Hold |
2,752
| – | – | 0.06% | 204 |
|
|
2020
Q1 | $215 | Hold |
2,752
| – | – | 0.05% | 211 |
|
|
2019
Q4 | $305K | Sell |
2,752
-343
| -11% | -$36.6K | 0.06% | 200 |
|
|
2019
Q3 | $315K | Hold |
3,095
| – | – | 0.07% | 188 |
|
|
2019
Q2 | $325K | Buy |
3,095
+1
| +0% | +$104 | 0.08% | 185 |
|
|
2019
Q1 | $322K | Hold |
3,094
| – | – | 0.08% | 185 |
|
|
2018
Q4 | $293 | Sell |
3,094
-1
| -0% | -$101 | 0.07% | 189 |
|
|
2018
Q3 | $347K | Buy |
3,095
+1
| +0% | +$114 | 0.08% | 190 |
|
|
2018
Q2 | $357K | Sell |
3,094
-39
| -1% | -$4.67K | 0.09% | 175 |
|
|
2018
Q1 | $373K | Hold |
3,133
| – | – | 0.1% | 168 |
|
|
2017
Q4 | $373K | Buy |
3,133
+11
| +0.4% | +$1.28K | 0.1% | 170 |
|
|
2017
Q3 | $358K | Buy |
3,122
+3
| +0.1% | +$336 | 0.1% | 171 |
|
|
2017
Q2 | $337K | Sell |
3,119
-598
| -16% | -$63.6K | 0.09% | 172 |
|
|
2017
Q1 | $381K | Buy |
+3,717
| New | +$371K | 0.11% | 160 |
|
|
2016
Q4 | – | Sell |
-3,029
| Closed | -$301K | – | 230 |
|
|
2016
Q3 | $301K | Buy |
3,029
+1
| +0% | +$97 | 0.1% | 171 |
|
|
2016
Q2 | $281K | Sell |
3,028
-37
| -1% | -$3.51K | 0.11% | 155 |
|
|
2016
Q1 | $286K | Buy |
3,065
+458
| +18% | +$40.2K | 0.1% | 158 |
|
|
2015
Q4 | $242 | Hold |
2,607
| – | – | 0.08% | 171 |
|
|
2015
Q3 | $236K | Hold |
2,607
| – | – | 0.1% | 165 |
|
|
2015
Q2 | $265K | Sell |
2,607
-203
| -7% | -$21.2K | 0.1% | 167 |
|
|
2015
Q1 | $278 | Sell |
2,810
-1,670
| -37% | -$163K | 0.08% | 168 |
|
|
2014
Q4 | $427K | Sell |
4,480
-80
| -2% | -$7.84K | 0.16% | 130 |
|
|
2014
Q3 | $465K | Hold |
4,560
| – | – | 0.16% | 126 |
|
|
2014
Q2 | $506K | Hold |
4,560
| – | – | 0.19% | 126 |
|
|
2014
Q1 | $487K | Buy |
4,560
+40
| +0.9% | +$4.17K | 0.19% | 122 |
|
|
2013
Q4 | $465K | Hold |
4,520
| – | – | 0.19% | 125 |
|
|
2013
Q3 | $449K | Sell |
4,520
-26
| -0.6% | -$2.48K | 0.2% | 120 |
|
|
2013
Q2 | $405K | Buy |
+4,546
| New | +$428K | 0.19% | 129 |
|
Other funds holding VSS
MIAS
WBH Advisory's VSS Position: Q1 2026 in Review
WBH Advisory held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 1,850 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #314.
WBH Advisory first reported a position in VSS in Q2 2013 and has held it in 49 quarters since. The position peaked at $506K in Q2 2014. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.
- WBH Advisory held 1,850 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $274K as of Q1 2026.
- WBH Advisory left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
- Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #314 holding.
- WBH Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and has held it in 49 quarters since.
- WBH Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $506K in Q2 2014.
- 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.