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

Westside Investment 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 Q2	$36.7K	Hold	238	–	–	﹤0.01%	702
2026 Q1	$34.9K	Hold	238	–	–	0.01%	685
2025 Q4	$34.4K	Hold	238	–	–	0.01%	669
2025 Q3	$34K	Hold	238	–	–	0.01%	678
2025 Q2	$32K	Hold	238	–	–	0.01%	545
2025 Q1	$27.6K	Hold	238	–	–	0.01%	501
2024 Q4	$27.2K	Hold	238	–	–	0.01%	507
2024 Q3	$28.2K	Hold	238	–	–	0.01%	503
2024 Q2	$28K	Buy	+238	New	+$27.9K	0.01%	485
2020 Q3	–	Sell	-10	Closed	-$1	–	702
2020 Q2	$1	Buy	+10	New	+$893	﹤0.01%	651
2019 Q2	$3	Buy	+30	New	+$3.13K	﹤0.01%	594
2018 Q4	$2.84K	Buy	+30	New	+$3.04K	﹤0.01%	606
2018 Q3	–	Sell	-30	Closed	-$3.42K	–	817
2018 Q2	$3.42K	Hold	30	–	–	﹤0.01%	722
2018 Q1	$3.54K	Buy	+30	New	+$3.62K	﹤0.01%	710

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westside Investment Management's VSS Position: Q2 2026 in Review

Westside Investment Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 238 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Westside Investment Management first reported a position in VSS in Q1 2018 and has held it in 14 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Westside Investment Management held 238 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $36.7K as of Q2 2026.
Westside Investment Management 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 ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #702 holding.
Westside Investment Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and has held it in 14 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.