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

Altiora Financial Group’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	$546K	Hold	3,748	–	–	0.09%	71
2025 Q4	$537K	Hold	3,748	–	–	0.09%	63
2025 Q3	$534K	Hold	3,748	–	–	0.1%	61
2025 Q2	$504K	Hold	3,748	–	–	0.1%	65
2025 Q1	$433K	Hold	3,748	–	–	0.09%	69
2024 Q4	$429K	Buy	+3,748	New	+$450K	0.09%	73

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

Altiora Financial Group's VSS Position: Q1 2026 in Review

Altiora Financial Group held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 3,748 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #71.

Altiora Financial Group first reported a position in VSS in Q4 2024 and has held it in 6 quarters since. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Altiora Financial Group held 3,748 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $546K as of Q1 2026.
Altiora Financial Group left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.09% of Altiora Financial Group's portfolio in Q1 2026, its #71 holding.
Altiora Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 6 quarters since.
697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.