AWA
VSS icon

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

Aletheian Wealth Advisors’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 		$5.02M Buy
32,550
+234
+0.7% +$36.7K 2.14% 10
2026
Q1 		$4.71M Buy
+32,316
New +$4.88M 2.3% 10
2025
Q3 		$4.72M Buy
33,085
+451
+1% +$62.5K 2.19% 10
2025
Q2 		$4.39M Buy
32,634
+2,520
+8% +$311K 2.16% 11
2025
Q1 		$3.48M Buy
30,114
+2,344
+8% +$272K 1.96% 12
2024
Q4 		$3.18M Buy
27,770
+417
+2% +$50.1K 1.88% 13
2024
Q3 		$3.45M Buy
27,353
+1,072
+4% +$129K 2.01% 11
2024
Q2 		$3.09M Buy
26,281
+1,721
+7% +$202K 1.63% 13
2024
Q1 		$2.87M Buy
24,560
+464
+2% +$52.5K 1.56% 18
2023
Q4 		$2.77M Sell
24,096
-3,731
-13% -$401K 1.83% 14
2023
Q3 		$2.96M Buy
27,827
+489
+2% +$54.3K 2.27% 9
2023
Q2 		$3.02M Sell
27,338
-450
-2% -$49.6K 2.07% 13
2023
Q1 		$3.04M Buy
27,788
+73
+0.3% +$7.93K 2.68% 11
2022
Q4 		$2.85M Buy
27,715
+2,304
+9% +$232K 2.46% 11
2022
Q3 		$2.36M Sell
25,411
-3,830
-13% -$398K 2.68% 11
2022
Q2 		$3.02M Buy
29,241
+8,705
+42% +$987K 3.07% 10
2022
Q1 		$2.54M Sell
20,536
-3,169
-13% -$398K 2.42% 14
2021
Q4 		$3.17M Buy
+23,705
New +$3.21M 3.11% 10

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Aletheian Wealth Advisors's VSS Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.72% in Q2 2026, buying an estimated $36.7K and bringing the position to 32,550 shares worth $5.02M. The position accounts for 2.14% of the portfolio, ranked #10.

Aletheian Wealth Advisors first reported a position in VSS in Q4 2021 and has held it in 18 quarters since. 135 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Aletheian Wealth Advisors held 32,550 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $5.02M as of Q2 2026.
  • Aletheian Wealth Advisors bought 234 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $36.7K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.14% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Aletheian Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 18 quarters since.
  • 135 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.