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

Balance Wealth’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	$122K	Buy	+783	New	+$122K	0.03%	221

Other funds holding VSS

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Balance Wealth's VSS Position: Q3 2026 in Review

Balance Wealth opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2026: 783 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings.

481 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Balance Wealth held 783 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $122K as of Q3 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Balance Wealth position in Q3 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #221 holding.
481 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.