BlueSky Wealth Advisors
VSS icon

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

BlueSky Wealth Advisors’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 		$18.8M Buy
120,927
+6,958
+6% +$1.09M 2.17% 17
2026
Q2 		$17.6M Buy
113,969
+13,645
+14% +$2.14M 2.04% 17
2026
Q1 		$14.6M Buy
+100,324
New +$15.2M 1.88% 19
2020
Q2 		– Sell
-119,841
Closed -$9.38M – 58
2020
Q1 		$9.38M Sell
119,841
-14,395
-11% -$1.43M 3.46% 7
2019
Q4 		$14.9M Buy
134,236
+1,970
+1% +$210K 4.86% 5
2019
Q3 		$13.4M Buy
132,266
+4,803
+4% +$493K 4.6% 5
2019
Q2 		$13.4M Sell
127,463
-1,915
-1% -$200K 4.77% 6
2019
Q1 		$13.7M Buy
129,378
+4,895
+4% +$498K 4.96% 6
2018
Q4 		$12.3M Sell
124,483
-9,125
-7% -$925K 4.82% 6
2018
Q3 		$14.3M Sell
133,608
-5
-0% -$570 5.43% 5
2018
Q2 		$15.4M Sell
133,613
-204
-0.2% -$24.4K 5.89% 5
2018
Q1 		$16M Buy
133,817
+6,536
+5% +$790K 6.12% 5
2017
Q4 		$15.2M Buy
127,281
+646
+0.5% +$75.3K 6.28% 4
2017
Q3 		$14.6M Buy
126,635
+3,728
+3% +$417K 6.28% 4
2017
Q2 		$13.3M Buy
122,907
+1,709
+1% +$182K 6.15% 4
2017
Q1 		$12.4M Buy
121,198
+7,165
+6% +$715K 5.94% 4
2016
Q4 		$10.7M Buy
+114,033
New +$10.9M 5.26% 5

Other funds holding VSS

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

BlueSky Wealth Advisors's VSS Position: Q3 2026 in Review

BlueSky Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6.1% in Q3 2026, buying an estimated $1.09M and bringing the position to 120,927 shares worth $18.8M. The position accounts for 2.17% of the portfolio, ranked #17.

BlueSky Wealth Advisors first reported a position in VSS in Q4 2016 and has held it in 17 quarters since. 565 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • BlueSky Wealth Advisors held 120,927 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $18.8M as of Q3 2026.
  • BlueSky Wealth Advisors bought 6,958 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $1.09M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.17% of BlueSky Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • BlueSky Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2016 and has held it in 17 quarters since.
  • 565 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.