Avior Wealth Management
VSS icon

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

Avior Wealth Management’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 		$7.55M Buy
48,606
+1,917
+4% +$299K 0.2% 98
2026
Q2 		$7.2M Sell
46,689
-2,005
-4% -$315K 0.19% 110
2026
Q1 		$7.1M Sell
48,694
-271
-0.6% -$41K 0.2% 102
2025
Q4 		$7.02M Buy
48,965
+1,162
+2% +$165K 0.22% 88
2025
Q3 		$6.81M Buy
47,803
+940
+2% +$130K 0.22% 84
2025
Q2 		$6.3M Sell
46,863
-172
-0.4% -$21.2K 0.22% 83
2025
Q1 		$5.44M Sell
47,035
-308
-0.7% -$35.8K 0.21% 86
2024
Q4 		$5.42M Buy
47,343
+45,237
+2,148% +$5.44M 0.2% 91
2024
Q3 		$265K Buy
2,106
+10
+0.5% +$1.21K 0.01% 624
2024
Q2 		$246K Buy
2,096
+2,042
+3,781% +$240K 0.01% 620
2024
Q1 		$6.31K Buy
+54
New +$6.11K ﹤0.01% 2016
2023
Q2 		– Sell
-18
Closed -$1.97K – 1679
2023
Q1 		$1.97K Buy
+18
New +$1.96K ﹤0.01% 1389
2022
Q4 		– Sell
-98
Closed -$9K – 1335
2022
Q3 		$9K Buy
98
+5
+5% +$520 ﹤0.01% 873
2022
Q2 		$9K Hold
93
– – ﹤0.01% 792
2022
Q1 		$11K Sell
93
-20
-18% -$2.51K ﹤0.01% 822
2021
Q4 		$15K Sell
113
-409
-78% -$55.3K ﹤0.01% 757
2021
Q3 		$69K Buy
522
+340
+187% +$46.8K 0.01% 528
2021
Q2 		$24K Buy
182
+129
+243% +$17.5K ﹤0.01% 629
2021
Q1 		$6K Buy
+53
New +$6.71K ﹤0.01% 818
2016
Q3 		– Sell
-1,035
Closed -$96K – 495
2016
Q2 		$96K Hold
1,035
– – 0.04% 161
2016
Q1 		$97K Buy
+1,035
New +$90.9K 0.04% 154

Other funds holding VSS

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return

Avior Wealth Management's VSS Position: Q3 2026 in Review

Avior Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.1% in Q3 2026, buying an estimated $299K and bringing the position to 48,606 shares worth $7.55M. The position accounts for 0.2% of the portfolio, ranked #98.

Avior Wealth Management first reported a position in VSS in Q1 2016 and has held it in 21 quarters since. 111 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Avior Wealth Management held 48,606 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $7.55M as of Q3 2026.
  • Avior Wealth Management bought 1,917 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $299K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.2% of Avior Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Avior Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2016 and has held it in 21 quarters since.
  • 111 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.