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VSS icon

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

Apella 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
Q2 		$26.2M Buy
170,488
+2,636
+2% +$414K 0.37% 62
2026
Q1 		$26.9M Sell
167,852
-893
-0.5% -$135K 0.4% 61
2025
Q4 		$24.2M Sell
168,745
-10,529
-6% -$1.5M 0.48% 51
2025
Q3 		$25.6M Sell
179,274
-16,990
-9% -$2.35M 0.57% 46
2025
Q2 		$26.2M Sell
196,264
-21,737
-10% -$2.68M 0.71% 34
2025
Q1 		$24.2M Sell
218,001
-51,847
-19% -$6.03M 0.83% 28
2024
Q4 		$30.9M Sell
269,848
-28,653
-10% -$3.44M 1.19% 18
2024
Q3 		$37.5M Buy
298,501
+15,524
+5% +$1.87M 1.54% 17
2024
Q2 		$33.7M Buy
282,977
+15,387
+6% +$1.81M 1.51% 17
2024
Q1 		$31.5M Buy
267,590
+6,108
+2% +$691K 1.59% 16
2023
Q4 		$29.4M Sell
261,482
-983
-0.4% -$106K 1.64% 16
2023
Q3 		$27.9M Buy
262,465
+6,859
+3% +$761K 1.97% 13
2023
Q2 		$28.2M Buy
+255,606
New +$28.2M 2.01% 14
2022
Q4 		$22.6M Buy
220,304
+22,442
+11% +$2.26M 2.06% 14
2022
Q3 		$18.4M Buy
197,862
+20,172
+11% +$2.1M 2.14% 13
2022
Q2 		$18.3M Buy
177,690
+11,107
+7% +$1.26M 2.19% 13
2022
Q1 		$20.6M Buy
166,583
+28,512
+21% +$3.58M 2.91% 9
2021
Q4 		$18.5M Buy
138,071
+44,726
+48% +$6.05M 2.36% 11
2021
Q3 		$12.5M Buy
93,345
+23,626
+34% +$3.25M 1.79% 15
2021
Q2 		$9.51M Buy
69,719
+17,159
+33% +$2.32M 1.56% 15
2021
Q1 		$6.75M Buy
52,560
+8,629
+20% +$1.09M 2.13% 12
2020
Q4 		$5.35M Buy
43,931
+3,064
+7% +$347K 1.88% 17
2020
Q3 		$4.3M Buy
40,867
+9,983
+32% +$1.04M 1.73% 16
2020
Q2 		$2.98M Buy
30,884
+5,492
+22% +$491K 1.39% 19
2020
Q1 		$1.99M Buy
+25,392
New +$2.53M 1.16% 23

Other funds holding VSS

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Apella Capital's VSS Position: Q2 2026 in Review

Apella Capital increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.6% in Q2 2026, buying an estimated $414K and bringing the position to 170,488 shares worth $26.2M. The position accounts for 0.37% of the portfolio, ranked #62.

Apella Capital first reported a position in VSS in Q1 2020 and has held it in 25 quarters since. The position peaked at $37.5M in Q3 2024. 337 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Apella Capital held 170,488 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $26.2M as of Q2 2026.
  • Apella Capital bought 2,636 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $414K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.37% of Apella Capital's portfolio in Q2 2026, its #62 holding.
  • Apella Capital first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $37.5M in Q3 2024.
  • 337 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.