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

Aspect 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	$3.55K	Hold	23	–	–	﹤0.01%	465
2026 Q1	$3.35K	Hold	23	–	–	﹤0.01%	422
2025 Q4	$3.3K	Sell	23 -23	-50%	-$3.28K	﹤0.01%	441
2025 Q3	$6.56K	Hold	46	–	–	﹤0.01%	372
2025 Q2	$6.18K	Hold	46	–	–	﹤0.01%	347
2025 Q1	$5.32K	Hold	46	–	–	﹤0.01%	326
2024 Q4	$5.27K	Hold	46	–	–	﹤0.01%	355
2024 Q3	$5.79K	Hold	46	–	–	﹤0.01%	344
2024 Q2	$5.41K	Hold	46	–	–	﹤0.01%	343
2024 Q1	$5.38K	Hold	46	–	–	﹤0.01%	341
2023 Q4	$5.29K	Buy	+46	New	+$4.94K	﹤0.01%	331

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

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

WMWM

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Aspect Partners's VSS Position: Q2 2026 in Review

Aspect Partners held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 23 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Aspect Partners first reported a position in VSS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.56K in Q3 2025. 179 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Aspect Partners held 23 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.55K as of Q2 2026.
Aspect Partners 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 ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #465 holding.
Aspect Partners 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.
Aspect Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $6.56K in Q3 2025.
179 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.