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

Atria Investments’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 		$311K Sell
2,135
-8,017
-79% -$1.21M ﹤0.01% 1734
2025
Q4 		$1.46M Sell
10,152
-1,133
-10% -$161K 0.02% 879
2025
Q3 		$1.61M Buy
11,285
+1,878
+20% +$260K 0.02% 815
2025
Q2 		$1.26M Sell
9,407
-3,941
-30% -$486K 0.01% 920
2025
Q1 		$1.54M Sell
13,348
-2,691
-17% -$313K 0.02% 817
2024
Q4 		$1.84M Buy
16,039
+4,342
+37% +$522K 0.02% 712
2024
Q3 		$1.47M Sell
11,697
-1,314
-10% -$158K 0.02% 783
2024
Q2 		$1.53M Sell
13,011
-609
-4% -$71.5K 0.02% 748
2024
Q1 		$1.59M Buy
13,620
+1,683
+14% +$190K 0.02% 750
2023
Q4 		$1.37M Buy
11,937
+783
+7% +$84.1K 0.02% 759
2023
Q3 		$1.18M Buy
11,154
+1,194
+12% +$133K 0.02% 774
2023
Q2 		$1.1M Buy
+9,960
New +$1.1M 0.02% 787
2023
Q1 		– Sell
-16,738
Closed -$1.72M – 876
2022
Q4 		$1.72M Sell
16,738
-1,725
-9% -$173K 0.04% 563
2022
Q3 		$1.71M Sell
18,463
-12,366
-40% -$1.29M 0.04% 536
2022
Q2 		$3.18M Buy
+30,829
New +$3.5M 0.07% 356
2020
Q1 		– Sell
-2,587
Closed -$287K – 1182
2019
Q4 		$287K Sell
2,587
-673
-21% -$71.8K 0.01% 994
2019
Q3 		$332K Sell
3,260
-188
-5% -$19.3K 0.01% 689
2019
Q2 		$340K Sell
3,448
-2,587
-43% -$270K 0.01% 702
2019
Q1 		$628K Sell
6,035
-1,125
-16% -$114K 0.03% 471
2018
Q4 		$678K Sell
7,160
-4,547
-39% -$461K 0.03% 409
2018
Q3 		$1.31M Buy
11,707
+78
+0.7% +$8.89K 0.05% 330
2018
Q2 		$1.34M Sell
11,629
-1,583
-12% -$190K 0.06% 318
2018
Q1 		$1.57M Sell
13,212
-192
-1% -$23.2K 0.08% 249
2017
Q4 		$1.6M Sell
13,404
-570
-4% -$66.4K 0.08% 249
2017
Q3 		$1.61M Sell
13,974
-7,978
-36% -$893K 0.09% 228
2017
Q2 		$2.37M Buy
21,952
+7,074
+48% +$752K 0.15% 157
2017
Q1 		$1.53M Buy
14,878
+2,070
+16% +$206K 0.1% 207
2016
Q4 		$1.2M Buy
12,808
+1,904
+17% +$182K 0.09% 218
2016
Q3 		$1.08M Buy
10,904
+4,671
+75% +$454K 0.1% 178
2016
Q2 		$576K Buy
6,233
+2,172
+53% +$206K 0.06% 238
2016
Q1 		$379K Buy
+4,061
New +$357K 0.04% 317

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's VSS Position: Q1 2026 in Review

Atria Investments reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 79% in Q1 2026, selling an estimated $1.21M and leaving 2,135 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Atria Investments first reported a position in VSS in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.18M in Q2 2022. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Atria Investments held 2,135 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $311K as of Q1 2026.
  • Atria Investments sold 8,017 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $1.21M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1734 holding.
  • Atria Investments first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2016 and has held it in 31 quarters since.
  • Atria Investments's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.18M in Q2 2022.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.