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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
Q3 		$8.87M Sell
57,124
-12,939
-18% -$2.02M 1.44% 20
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VSS Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 18% in Q3 2026, selling an estimated $2.02M and leaving 57,124 shares worth $8.87M. The position accounts for 1.44% of the portfolio, ranked #20.

Whitaker-Myers Wealth Managers first reported a position in VSS in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.8M in Q2 2026. 63 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 57,124 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $8.87M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 12,939 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $2.02M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.44% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #20 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and has held it in 13 quarters since.
  • Whitaker-Myers Wealth Managers's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $10.8M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.