Welch & Forbes’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
Q2 | $1.59M | Sell |
10,325
-9
| -0.1% | -$1.41K | 0.02% | 196 |
|
|
2026
Q1 | $1.51M | Hold |
10,334
| – | – | 0.02% | 195 |
|
|
2025
Q4 | $1.48M | Hold |
10,334
| – | – | 0.02% | 196 |
|
|
2025
Q3 | $1.47M | Hold |
10,334
| – | – | 0.02% | 199 |
|
|
2025
Q2 | $1.39M | Hold |
10,334
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $1.19M | Sell |
10,334
-150
| -1% | -$17.4K | 0.02% | 214 |
|
|
2024
Q4 | $1.2M | Buy |
10,484
+194
| +2% | +$23.3K | 0.02% | 213 |
|
|
2024
Q3 | $1.3M | Sell |
10,290
-25
| -0.2% | -$3.01K | 0.02% | 210 |
|
|
2024
Q2 | $1.23M | Hold |
10,315
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $1.21M | Buy |
10,315
+275
| +3% | +$31.1K | 0.02% | 217 |
|
|
2023
Q4 | $1.15M | Sell |
10,040
-400
| -4% | -$43K | 0.02% | 216 |
|
|
2023
Q3 | $1.11M | Sell |
10,440
-500
| -5% | -$55.5K | 0.02% | 217 |
|
|
2023
Q2 | $1.21M | Hold |
10,940
| – | – | 0.02% | 213 |
|
|
2023
Q1 | $1.2M | Hold |
10,940
| – | – | 0.02% | 211 |
|
|
2022
Q4 | $1.12M | Sell |
10,940
-150
| -1% | -$15.1K | 0.02% | 217 |
|
|
2022
Q3 | $1.03M | Sell |
11,090
-125
| -1% | -$13K | 0.02% | 220 |
|
|
2022
Q2 | $1.16M | Buy |
11,215
+225
| +2% | +$25.5K | 0.02% | 206 |
|
|
2022
Q1 | $1.36M | Hold |
10,990
| – | – | 0.02% | 205 |
|
|
2021
Q4 | $1.47M | Sell |
10,990
-55
| -0.5% | -$7.44K | 0.02% | 205 |
|
|
2021
Q3 | $1.48M | Sell |
11,045
-150
| -1% | -$20.6K | 0.02% | 199 |
|
|
2021
Q2 | $1.53M | Sell |
11,195
-20
| -0.2% | -$2.71K | 0.03% | 194 |
|
|
2021
Q1 | $1.44M | Sell |
11,215
-450
| -4% | -$57K | 0.03% | 188 |
|
|
2020
Q4 | $1.42M | Hold |
11,665
| – | – | 0.03% | 186 |
|
|
2020
Q3 | $1.23M | Sell |
11,665
-300
| -3% | -$31.3K | 0.03% | 184 |
|
|
2020
Q2 | $1.16M | Sell |
11,965
-2,400
| -17% | -$214K | 0.03% | 183 |
|
|
2020
Q1 | $1.12M | Sell |
14,365
-1,425
| -9% | -$142K | 0.03% | 182 |
|
|
2019
Q4 | $1.75M | Buy |
15,790
+2,625
| +20% | +$280K | 0.04% | 177 |
|
|
2019
Q3 | $1.34M | Sell |
13,165
-24,765
| -65% | -$2.54M | 0.03% | 189 |
|
|
2019
Q2 | $3.99M | Buy |
37,930
+4,520
| +14% | +$472K | 0.1% | 134 |
|
|
2019
Q1 | $3.48M | Buy |
33,410
+720
| +2% | +$73.2K | 0.09% | 142 |
|
|
2018
Q4 | $3.1M | Sell |
32,690
-6,935
| -18% | -$703K | 0.09% | 139 |
|
|
2018
Q3 | $4.45M | Buy |
39,625
+4,445
| +13% | +$507K | 0.11% | 134 |
|
|
2018
Q2 | $4.06M | Buy |
35,180
+6,095
| +21% | +$730K | 0.11% | 135 |
|
|
2018
Q1 | $3.47M | Buy |
29,085
+21,720
| +295% | +$2.62M | 0.09% | 143 |
|
|
2017
Q4 | $878K | Buy |
+7,365
| New | +$858K | 0.02% | 199 |
|
Other funds holding VSS
MIAS
Welch & Forbes's VSS Position: Q2 2026 in Review
Welch & Forbes reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.09% in Q2 2026, selling an estimated $1.41K and leaving 10,325 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #196.
Welch & Forbes first reported a position in VSS in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.45M in Q3 2018. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.
- Welch & Forbes held 10,325 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.59M as of Q2 2026.
- Welch & Forbes sold 9 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $1.41K.
- Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #196 holding.
- Welch & Forbes first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and has held it in 35 quarters since.
- Welch & Forbes's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.45M in Q3 2018.
- 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.