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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-2,207
Closed -$255K – 1917
2025
Q1 		$255K Sell
2,207
-4,656
-68% -$541K ﹤0.01% 1575
2024
Q4 		$786K Buy
6,863
+4,442
+183% +$534K 0.01% 1029
2024
Q3 		$305K Sell
2,421
-2,252
-48% -$271K ﹤0.01% 1505
2024
Q2 		$549K Sell
4,673
-576
-11% -$67.6K 0.01% 1199
2024
Q1 		$613K Buy
5,249
+473
+10% +$53.5K 0.01% 1157
2023
Q4 		$549K Buy
4,776
+528
+12% +$56.7K 0.01% 1162
2023
Q3 		$451K Buy
4,248
+514
+14% +$57.1K 0.01% 1176
2023
Q2 		$412K Buy
3,734
+1,016
+37% +$112K 0.01% 1249
2023
Q1 		$297K Sell
2,718
-53
-2% -$5.76K ﹤0.01% 1427
2022
Q4 		$285K Buy
2,771
+228
+9% +$22.9K ﹤0.01% 1396
2022
Q3 		$236K Buy
2,543
+366
+17% +$38.1K ﹤0.01% 1457
2022
Q2 		$225K Sell
2,177
-154
-7% -$17.5K ﹤0.01% 1383
2022
Q1 		$289K Buy
+2,331
New +$292K ﹤0.01% 1337

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Atria Wealth Solutions's VSS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 2,207 shares — an estimated $255K sold.

Atria Wealth Solutions first reported a position in VSS in Q1 2022 and held it in 13 quarters. The position peaked at $786K in Q4 2024. 650 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,207 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $255K.
  • Atria Wealth Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $786K in Q4 2024.
  • 650 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.