Activest Wealth Management
VSS icon

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

Activest 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
2026
Q3 		$7.2K Hold
46
– – ﹤0.01% 645
2026
Q2 		$7.14K Hold
46
– – ﹤0.01% 653
2026
Q1 		$6.72K Hold
46
– – ﹤0.01% 769
2025
Q4 		$6.6K Buy
+46
New +$6.55K ﹤0.01% 732

Other funds holding VSS

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Activest Wealth Management's VSS Position: Q3 2026 in Review

Activest Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2026 at 46 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Activest Wealth Management first reported a position in VSS in Q4 2025 and has held it in 4 quarters since. 660 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Activest Wealth Management held 46 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $7.2K as of Q3 2026.
  • Activest Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #645 holding.
  • Activest Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 4 quarters since.
  • 660 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.