Wooster Corthell Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wooster Corthell Wealth 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
2025 Q2	$1.81M	Sell	13,453 -15	-0.1%	-$1.85K	0.33%	33
2025 Q1	$1.56M	Hold	13,468	–	–	0.32%	33
2024 Q4	$1.54M	Sell	13,468 -627	-4%	-$75.3K	0.34%	30
2024 Q3	$1.78M	Hold	14,095	–	–	0.38%	29
2024 Q2	$1.66M	Sell	14,095 -109	-0.8%	-$12.8K	0.37%	25
2024 Q1	$1.66M	Sell	14,204 -121	-0.8%	-$13.7K	0.38%	25
2023 Q4	$1.65M	Hold	14,325	–	–	0.4%	25
2023 Q3	$1.52M	Buy	14,325 +26	+0.2%	+$2.89K	0.4%	26
2023 Q2	$1.58M	Sell	14,299 -18	-0.1%	-$1.98K	0.4%	26
2023 Q1	$1.56M	Sell	14,317 -212	-1%	-$23K	0.42%	26
2022 Q4	$1.49M	Buy	14,529 +82	+0.6%	+$8.25K	0.42%	26
2022 Q3	$1.34M	Hold	14,447	–	–	0.4%	27
2022 Q2	$1.49M	Sell	14,447 -73	-0.5%	-$8.28K	0.42%	27
2022 Q1	$1.8M	Hold	14,520	–	–	0.45%	23
2021 Q4	$1.95M	Hold	14,520	–	–	0.46%	23
2021 Q3	$1.94M	Hold	14,520	–	–	0.49%	23
2021 Q2	$1.98M	Sell	14,520 -20	-0.1%	-$2.71K	0.5%	21
2021 Q1	$1.87M	Sell	14,540 -334	-2%	-$42.3K	0.51%	21
2020 Q4	$1.81M	Sell	14,874 -1,409	-9%	-$159K	0.52%	22
2020 Q3	$1.71M	Sell	16,283 -227	-1%	-$23.7K	0.55%	22
2020 Q2	$1.59M	Sell	16,510 -1,526	-8%	-$136K	0.55%	23
2020 Q1	$1.41M	Buy	+18,036	New	+$1.79M	0.57%	23
2015 Q3	–	Sell	-2,167	Closed	-$221K	–	21
2015 Q2	$221K	Hold	2,167	–	–	0.16%	20
2015 Q1	$215K	Hold	2,167	–	–	0.15%	20
2014 Q4	$207K	Hold	2,167	–	–	0.16%	21
2014 Q3	$221K	Hold	2,167	–	–	0.17%	21
2014 Q2	$241K	Hold	2,167	–	–	0.16%	21
2014 Q1	$232K	Hold	2,167	–	–	0.17%	21
2013 Q4	$223K	Hold	2,167	–	–	0.17%	21
2013 Q3	$215K	Sell	2,167 -540	-20%	-$51.6K	0.16%	23
2013 Q2	$242K	Buy	+2,707	New	+$255K	0.21%	23

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wooster Corthell Wealth Management's VSS Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.11% in Q2 2025, selling an estimated $1.85K and leaving 13,453 shares worth $1.81M. The position accounts for 0.33% of the portfolio, ranked #33.

Wooster Corthell Wealth Management first reported a position in VSS in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.98M in Q2 2021. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

Wooster Corthell Wealth Management held 13,453 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.81M as of Q2 2025.
Wooster Corthell Wealth Management sold 15 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $1.85K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.33% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #33 holding.
Wooster Corthell Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and has held it in 31 quarters since.
Wooster Corthell Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.98M in Q2 2021.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.