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

Arkadios 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 Q1	$844K	Buy	5,790 +341	+6%	+$51.5K	0.01%	871
2025 Q4	$781K	Buy	5,449 +477	+10%	+$67.9K	0.02%	814
2025 Q3	$709K	Buy	+4,972	New	+$689K	0.02%	788
2021 Q4	–	Sell	-123	Closed	-$16K	–	1758
2021 Q3	$16K	Buy	123 +46	+60%	+$6.33K	﹤0.01%	1300
2021 Q2	$10K	Buy	77 +14	+22%	+$1.9K	﹤0.01%	1551
2021 Q1	$8K	Hold	63	–	–	﹤0.01%	1260
2020 Q4	$7K	Buy	63 +1	+2%	+$113	﹤0.01%	1051
2020 Q3	$6.67K	Hold	62	–	–	﹤0.01%	806
2020 Q2	$6.21K	Hold	62	–	–	﹤0.01%	747
2020 Q1	$4.85K	Hold	62	–	–	﹤0.01%	791
2019 Q4	$6.82K	Buy	+62	New	+$6.62K	﹤0.01%	655

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

Arkadios Wealth Advisors's VSS Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6.3% in Q1 2026, buying an estimated $51.5K and bringing the position to 5,790 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #871.

Arkadios Wealth Advisors first reported a position in VSS in Q4 2019 and has held it in 11 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Arkadios Wealth Advisors held 5,790 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $844K as of Q1 2026.
Arkadios Wealth Advisors bought 341 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $51.5K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #871 holding.
Arkadios Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 11 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.