Western Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Western Wealth Management’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	–	Sell	-1,606	Closed	-$230K	–	993
2025 Q4	$230K	Buy	+1,606	New	+$229K	0.01%	754
2022 Q1	–	Sell	-2,052	Closed	-$275K	–	849
2021 Q4	$275K	Buy	+2,052	New	+$278K	0.03%	498

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

Western Wealth Management's VSS Position: Q1 2026 in Review

Western Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2026, closing a stake of 1,606 shares — an estimated $230K sold.

Western Wealth Management first reported a position in VSS in Q4 2021 and held it in 2 quarters. The position peaked at $275K in Q4 2021. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Western Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2026 after selling out during the quarter.
Western Wealth Management sold 1,606 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $230K.
Western Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and held it in 2 quarters.
Western Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $275K in Q4 2021.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.