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 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

BlueSky Wealth Advisors's VSS Position: Q2 2026 in Review

BlueSky Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 14% in Q2 2026, buying an estimated $2.14M and bringing the position to 113,969 shares worth $17.6M. The position accounts for 2.04% of the portfolio, ranked #17.

BlueSky Wealth Advisors first reported a position in VSS in Q4 2016 and has held it in 16 quarters since. 337 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

BlueSky Wealth Advisors held 113,969 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $17.6M as of Q2 2026.
BlueSky Wealth Advisors bought 13,645 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $2.14M.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.04% of BlueSky Wealth Advisors's portfolio in Q2 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 16 quarters since.
337 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.