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

Alpha Financial 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 Q1	$1.4M	Sell	9,595 -1,842	-16%	-$278K	0.43%	19
2025 Q4	$1.64M	Sell	11,437 -725	-6%	-$103K	0.5%	19
2025 Q3	$1.73M	Buy	12,162 +231	+2%	+$32K	0.61%	18
2025 Q2	$1.6M	Sell	11,931 -995	-8%	-$123K	0.62%	18
2025 Q1	$1.49M	Sell	12,926 -362	-3%	-$42.1K	0.66%	14
2024 Q4	$1.52M	Sell	13,288 -638	-5%	-$76.7K	0.69%	15
2024 Q3	$1.75M	Sell	13,926 -117	-0.8%	-$14.1K	0.78%	15
2024 Q2	$1.65M	Buy	14,043 +167	+1%	+$19.6K	0.79%	15
2024 Q1	$1.62M	Sell	13,876 -560	-4%	-$63.4K	0.76%	15
2023 Q4	$1.66M	Buy	14,436 +566	+4%	+$60.8K	0.84%	15
2023 Q3	$1.47M	Hold	13,870	–	–	0.93%	16
2023 Q2	$1.53M	Sell	13,870 -608	-4%	-$67K	0.96%	16
2023 Q1	$1.58M	Sell	14,478 -452	-3%	-$49.1K	1.1%	15
2022 Q4	$1.53M	Buy	+14,930	New	+$1.5M	1.33%	15

Other funds holding VSS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Alpha Financial Advisors's VSS Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 16% in Q1 2026, selling an estimated $278K and leaving 9,595 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #19.

Alpha Financial Advisors first reported a position in VSS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2024. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Alpha Financial Advisors held 9,595 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.4M as of Q1 2026.
Alpha Financial Advisors sold 1,842 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $278K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.43% of Alpha Financial Advisors's portfolio in Q1 2026, its #19 holding.
Alpha Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.75M in Q3 2024.
697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.