AWE
VSS icon

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
Q3 		$421K Sell
2,710
-614
-18% -$95.9K 0.01% 525
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Avidian Wealth Enterprises's VSS Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 18% in Q3 2026, selling an estimated $95.9K and leaving 2,710 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #525.

Avidian Wealth Enterprises first reported a position in VSS in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.35M in Q2 2023. 39 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Avidian Wealth Enterprises held 2,710 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $421K as of Q3 2026.
  • Avidian Wealth Enterprises sold 614 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $95.9K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #525 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 15 quarters since.
  • Avidian Wealth Enterprises's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.35M in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.