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

Appleton Partners’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	$272K	Sell	1,765 -500	-22%	-$78.4K	0.02%	250
2026 Q1	$330K	Sell	2,265 -1,500	-40%	-$227K	0.02%	224
2025 Q4	$540K	Hold	3,765	–	–	0.04%	183
2025 Q3	$537K	Sell	3,765 -605	-14%	-$83.8K	0.04%	181
2025 Q2	$587K	Buy	4,370 +233	+6%	+$28.7K	0.04%	171
2025 Q1	$478K	Hold	4,137	–	–	0.04%	178
2024 Q4	$474K	Hold	4,137	–	–	0.04%	181
2024 Q3	$521K	Hold	4,137	–	–	0.04%	171
2024 Q2	$486K	Hold	4,137	–	–	0.04%	179
2024 Q1	$483K	Sell	4,137 -15	-0.4%	-$1.7K	0.04%	187
2023 Q4	$478K	Buy	4,152 +11	+0.3%	+$1.18K	0.04%	196
2023 Q3	$440K	Buy	+4,141	New	+$460K	0.04%	198

Other funds holding VSS

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Appleton Partners's VSS Position: Q2 2026 in Review

Appleton Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 22% in Q2 2026, selling an estimated $78.4K and leaving 1,765 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #250.

Appleton Partners first reported a position in VSS in Q3 2023 and has held it in 12 quarters since. The position peaked at $587K in Q2 2025. 189 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Appleton Partners held 1,765 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $272K as of Q2 2026.
Appleton Partners sold 500 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $78.4K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #250 holding.
Appleton Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and has held it in 12 quarters since.
Appleton Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $587K in Q2 2025.
189 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.