Atomi Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Atomi Financial Group’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	$3.33M	Sell	22,811 -2,086	-8%	-$315K	0.1%	157
2025 Q4	$3.57M	Buy	24,897 +525	+2%	+$74.8K	0.1%	155
2025 Q3	$3.47M	Buy	24,372 +1,225	+5%	+$170K	0.11%	136
2025 Q2	$3.11M	Sell	23,147 -3,445	-13%	-$425K	0.12%	132
2025 Q1	$3.07M	Sell	26,592 -1,442	-5%	-$168K	0.14%	118
2024 Q4	$3.21M	Buy	28,034 +678	+2%	+$81.5K	0.16%	103
2024 Q3	$3.45M	Sell	27,356 -5	-0%	-$603	0.22%	89
2024 Q2	$3.21M	Buy	27,361 +7,528	+38%	+$884K	0.24%	86
2024 Q1	$2.32M	Buy	+19,833	New	+$2.24M	0.21%	103

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

Atomi Financial Group's VSS Position: Q1 2026 in Review

Atomi Financial Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 8.4% in Q1 2026, selling an estimated $315K and leaving 22,811 shares worth $3.33M. The position accounts for 0.1% of the portfolio, ranked #157.

Atomi Financial Group first reported a position in VSS in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.57M in Q4 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Atomi Financial Group held 22,811 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.33M as of Q1 2026.
Atomi Financial Group sold 2,086 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $315K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.1% of Atomi Financial Group's portfolio in Q1 2026, its #157 holding.
Atomi Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2024 and has held it in 9 quarters since.
Atomi Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.57M in Q4 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.