William Mack & Associates’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

William Mack & Associates’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	$1.37M	Buy	8,879 +1,724	+24%	+$270K	0.48%	25
2026 Q1	$1.04M	Sell	7,155 -1,731	-19%	-$262K	0.6%	21
2025 Q4	$1.27M	Sell	8,886 -214	-2%	-$30.5K	0.6%	20
2025 Q3	$1.3M	Hold	9,100	–	–	0.7%	19
2025 Q2	$1.22M	Sell	9,100 -384	-4%	-$47.4K	0.78%	19
2025 Q1	$1.1M	Sell	9,484 -766	-7%	-$89K	0.94%	18
2024 Q4	$1.17M	Buy	+10,250	New	+$1.23M	1.23%	16

Other funds holding VSS

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

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 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

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

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return