AlphaCore Capital’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

AlphaCore Capital’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	$1.09M	Buy	7,484 +22	+0.3%	+$3.33K	0.03%	364
2025 Q4	$1.07M	Sell	7,462 -708	-9%	-$101K	0.02%	403
2025 Q3	$1.16M	Buy	8,170 +205	+3%	+$28.4K	0.04%	273
2025 Q2	$1.07M	Buy	7,965 +7,760	+3,785%	+$957K	0.04%	251
2025 Q1	$23.7K	Buy	+205	New	+$23.8K	﹤0.01%	647
2024 Q1	–	Sell	-165	Closed	-$19K	–	382
2023 Q4	$19K	Sell	165 -78	-32%	-$8.38K	﹤0.01%	315
2023 Q3	$25.8K	Buy	243 +165	+212%	+$18.3K	﹤0.01%	299
2023 Q2	$8.62K	Buy	+78	New	+$8.6K	﹤0.01%	304

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

AlphaCore Capital's VSS Position: Q1 2026 in Review

AlphaCore Capital increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.29% in Q1 2026, buying an estimated $3.33K and bringing the position to 7,484 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #364.

AlphaCore Capital first reported a position in VSS in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.16M in Q3 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

AlphaCore Capital held 7,484 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.09M as of Q1 2026.
AlphaCore Capital bought 22 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $3.33K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of AlphaCore Capital's portfolio in Q1 2026, its #364 holding.
AlphaCore Capital first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and has held it in 8 quarters since.
AlphaCore Capital's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.16M in Q3 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.