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

Amara Financial’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	$244K	Buy	+1,578	New	+$248K	0.15%	44
2025 Q4	–	Sell	-3,483	Closed	-$497K	–	48
2025 Q3	$497K	Buy	+3,483	New	+$482K	0.37%	30

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amara Financial's VSS Position: Q2 2026 in Review

Amara Financial opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 1,578 shares worth $244K. The stake represents 0.15% of the portfolio and ranks #44 among its holdings. This is a return to the name: Amara Financial previously reported a position in VSS as recently as Q3 2025.

Amara Financial first reported a position in VSS in Q3 2025 and has held it in 2 quarters since. The position peaked at $497K in Q3 2025. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Amara Financial held 1,578 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $244K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Amara Financial position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.15% of Amara Financial's portfolio in Q2 2026, its #44 holding.
Amara Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and has held it in 2 quarters since.
Amara Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $497K in Q3 2025.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.