Avantax Advisory Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
7,828
-61
-0.8% -$7.53K 0.01% 1143
2025
Q1
$912K Buy
7,889
+767
+11% +$89.1K 0.01% 1147
2024
Q4
$815K Buy
7,122
+2,086
+41% +$251K 0.01% 1142
2024
Q3
$634K Buy
5,036
+1,660
+49% +$200K ﹤0.01% 1258
2024
Q2
$397K Buy
3,376
+75
+2% +$8.8K ﹤0.01% 1519
2024
Q1
$386K Buy
3,301
+1,475
+81% +$167K ﹤0.01% 1167
2023
Q4
$210K Buy
+1,826
New +$196K ﹤0.01% 1454
2020
Q4
Sell
-7,065
Closed -$740K 1353
2020
Q3
$740K Buy
+7,065
New +$736K 0.01% 643

Other funds holding VSS

Avantax Advisory Services's VSS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.77% in Q2 2025, selling an estimated $7.53K and leaving 7,828 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1143.

Avantax Advisory Services first reported a position in VSS in Q3 2020 and has held it in 8 quarters since. 649 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

  • Avantax Advisory Services held 7,828 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.05M as of Q2 2025.
  • Avantax Advisory Services sold 61 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $7.53K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1143 holding.
  • Avantax Advisory Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and has held it in 8 quarters since.
  • 649 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.