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Westmount Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Westmount Partners’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
Q2 		$390K Hold
2,527
– – 0.09% 180
2026
Q1 		$368K Hold
2,527
– – 0.09% 182
2025
Q4 		$362K Hold
2,527
– – 0.09% 170
2025
Q3 		$361K Hold
2,527
– – 0.09% 168
2025
Q2 		$340K Hold
2,527
– – 0.09% 170
2025
Q1 		$292K Buy
+2,527
New +$294K 0.09% 185

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MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westmount Partners's VSS Position: Q2 2026 in Review

Westmount Partners held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 2,527 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #180.

Westmount Partners first reported a position in VSS in Q1 2025 and has held it in 6 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Westmount Partners held 2,527 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $390K as of Q2 2026.
  • Westmount Partners left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.09% of Westmount Partners's portfolio in Q2 2026, its #180 holding.
  • Westmount Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2025 and has held it in 6 quarters since.
  • 725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.