Arbor Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Arbor Wealth Advisors’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	$3.58M	Hold	23,214	–	–	2.19%	10
2026 Q1	$3.38M	Hold	23,214	–	–	2.37%	8
2025 Q4	$3.33M	Hold	23,214	–	–	2.37%	8
2025 Q3	$3.31M	Hold	23,214	–	–	2.47%	8
2025 Q2	$3.12M	Hold	23,214	–	–	2.53%	8
2025 Q1	$2.68M	Hold	23,214	–	–	2.39%	8
2024 Q4	$2.66M	Hold	23,214	–	–	2.37%	8
2024 Q3	$2.92M	Hold	23,214	–	–	2.64%	8
2024 Q2	$2.73M	Buy	23,214 +75	+0.3%	+$8.8K	2.69%	8
2024 Q1	$2.7M	Hold	23,139	–	–	2.55%	9
2023 Q4	$2.66M	Buy	+23,139	New	+$2.49M	2.74%	8

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

Arbor Wealth Advisors's VSS Position: Q2 2026 in Review

Arbor Wealth Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 23,214 shares worth $3.58M. The position accounts for 2.19% of the portfolio, ranked #10.

Arbor Wealth Advisors first reported a position in VSS in Q4 2023 and has held it in 11 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Arbor Wealth Advisors held 23,214 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.58M as of Q2 2026.
Arbor Wealth Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.19% of Arbor Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Arbor Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 11 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.