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

Advyzon Investment 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
Q2 		$295K Sell
1,915
-58
-3% -$9.1K 0.02% 618
2026
Q1 		$288K Buy
+1,973
New +$298K 0.03% 548

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MIAS
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Natixis Advisors
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Bessemer Group
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advyzon Investment Management's VSS Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.9% in Q2 2026, selling an estimated $9.1K and leaving 1,915 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #618.

Advyzon Investment Management first reported a position in VSS in Q1 2026 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Advyzon Investment Management held 1,915 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $295K as of Q2 2026.
  • Advyzon Investment Management sold 58 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $9.1K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #618 holding.
  • Advyzon Investment Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.