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

Avant Financial 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 Q2	$242K	Sell	1,570 -160	-9%	-$25.1K	0.15%	68
2026 Q1	$252K	Hold	1,730	–	–	0.18%	60
2025 Q4	$248K	Hold	1,730	–	–	0.18%	62
2025 Q3	$247K	Sell	1,730 -80	-4%	-$11.1K	0.19%	63
2025 Q2	$243K	Hold	1,810	–	–	0.2%	61
2025 Q1	$209K	Sell	1,810 -130	-7%	-$15.1K	0.19%	62
2024 Q4	$222K	Buy	+1,940	New	+$233K	0.2%	61

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 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

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

WMWM

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

Avant Financial Advisors's VSS Position: Q2 2026 in Review

Avant Financial Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 9.2% in Q2 2026, selling an estimated $25.1K and leaving 1,570 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #68.

Avant Financial Advisors first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q1 2026. 238 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Avant Financial Advisors held 1,570 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $242K as of Q2 2026.
Avant Financial Advisors sold 160 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $25.1K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.15% of Avant Financial Advisors's portfolio in Q2 2026, its #68 holding.
Avant Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $252K in Q1 2026.
238 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.