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

Avidian Wealth Enterprises’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	$513K	Sell	3,324 -96	-3%	-$15.1K	0.01%	472
2026 Q1	$499K	Sell	3,420 -15	-0.4%	-$2.27K	0.02%	436
2025 Q4	$492K	Sell	3,435 -985	-22%	-$140K	0.02%	381
2025 Q3	$630K	Sell	4,420 -1,121	-20%	-$155K	0.02%	317
2025 Q2	$745K	Sell	5,541 -3,780	-41%	-$466K	0.03%	250
2025 Q1	$1.08M	Sell	9,321 -43	-0.5%	-$5K	0.05%	186
2024 Q4	$1.07M	Sell	9,364 -577	-6%	-$69.3K	0.05%	176
2024 Q3	$1.25M	Buy	9,941 +383	+4%	+$46.2K	0.06%	157
2024 Q2	$1.12M	Sell	9,558 -371	-4%	-$43.5K	0.05%	172
2024 Q1	$1.16M	Sell	9,929 -175	-2%	-$19.8K	0.06%	150
2023 Q4	$1.16M	Sell	10,104 -1,712	-14%	-$184K	0.07%	152
2023 Q3	$1.25M	Sell	11,816 -400	-3%	-$44.4K	0.09%	141
2023 Q2	$1.35M	Buy	12,216 +3,032	+33%	+$334K	0.09%	152
2023 Q1	$1M	Buy	+9,184	New	+$998K	0.06%	200

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avidian Wealth Enterprises's VSS Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.8% in Q2 2026, selling an estimated $15.1K and leaving 3,324 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #472.

Avidian Wealth Enterprises first reported a position in VSS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.35M in Q2 2023. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Avidian Wealth Enterprises held 3,324 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $513K as of Q2 2026.
Avidian Wealth Enterprises sold 96 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $15.1K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #472 holding.
Avidian Wealth Enterprises first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and has held it in 14 quarters since.
Avidian Wealth Enterprises's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.35M in Q2 2023.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.