Whitaker-Myers Wealth Managers’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Whitaker-Myers Wealth Managers’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	$10.8M	Buy	70,063 +2,047	+3%	+$321K	1.81%	17
2026 Q1	$9.92M	Buy	68,016 +3,135	+5%	+$474K	1.98%	17
2025 Q4	$9.3M	Buy	64,881 +4,725	+8%	+$673K	1.94%	17
2025 Q3	$8.58M	Sell	60,156 -12,569	-17%	-$1.74M	1.87%	17
2025 Q2	$9.77M	Buy	72,725 +12,004	+20%	+$1.48M	2.46%	15
2025 Q1	$7.02M	Buy	60,721 +3,827	+7%	+$445K	1.97%	16
2024 Q4	$6.51M	Buy	56,894 +9,771	+21%	+$1.17M	1.9%	16
2024 Q3	$5.94M	Buy	47,123 +5,575	+13%	+$672K	1.97%	15
2024 Q2	$4.88M	Buy	41,548 +23,252	+127%	+$2.73M	1.8%	15
2024 Q1	$2.14M	Buy	18,296 +3,512	+24%	+$397K	0.9%	16
2023 Q4	$1.7M	Buy	14,784 +1,072	+8%	+$115K	0.85%	20
2023 Q3	$1.46M	Buy	+13,712	New	+$1.52M	0.9%	21

Other funds holding VSS

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return