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Alpha Cubed Investments’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Alpha Cubed Investments’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
Q4 		– Sell
-2,244
Closed -$320K – 317
2025
Q3 		$320K Buy
+2,244
New +$311K 0.01% 223

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Alpha Cubed Investments's VSS Position: Q4 2025 in Review

Alpha Cubed Investments sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 2,244 shares — an estimated $320K sold.

Alpha Cubed Investments first reported a position in VSS in Q3 2025 and held it in 1 quarter. The position peaked at $320K in Q3 2025. 683 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

  • Alpha Cubed Investments reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 2,244 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $320K.
  • Alpha Cubed Investments first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and held it in 1 quarter.
  • Alpha Cubed Investments's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $320K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.