BSWM
VSS icon

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

Boston Standard 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
Q2 		$6.81M Sell
44,087
-1,519
-3% -$238K 0.99% 17
2026
Q1 		$6.75M Sell
45,606
-1,592
-3% -$241K 1.11% 17
2025
Q4 		$6.76M Buy
47,198
+1,679
+4% +$239K 1.12% 15
2025
Q3 		$6.49M Buy
45,519
+466
+1% +$64.5K 1.09% 16
2025
Q2 		$6.05M Buy
45,053
+8,329
+23% +$1.03M 1.09% 15
2025
Q1 		$4.32M Sell
36,724
-5,909
-14% -$687K 0.95% 14
2024
Q4 		$4.88M Buy
42,633
+1,998
+5% +$240K 0.95% 15
2024
Q3 		$5.12M Buy
40,635
+3,911
+11% +$471K 1% 15
2024
Q2 		$4.32M Buy
36,724
+748
+2% +$87.8K 0.95% 14
2024
Q1 		$4.2M Buy
35,976
+1,178
+3% +$133K 0.95% 14
2023
Q4 		$3.7M Hold
34,798
– – 0.98% 16
2023
Q3 		$3.7M Sell
34,798
-470
-1% -$52.2K 0.98% 16
2023
Q2 		$3.9M Buy
35,268
+1,313
+4% +$145K 1% 17
2023
Q1 		$3.71M Sell
33,955
-741
-2% -$80.5K 1.06% 16
2022
Q4 		$3.57M Buy
34,696
+3,518
+11% +$354K 1.06% 16
2022
Q3 		$2.89M Buy
31,178
+1,780
+6% +$185K 0.97% 16
2022
Q2 		$3.03M Buy
29,398
+902
+3% +$102K 0.97% 16
2022
Q1 		$3.53M Buy
28,496
+1,188
+4% +$149K 1.01% 17
2021
Q4 		$3.66M Buy
27,308
+1,638
+6% +$222K 1.02% 16
2021
Q3 		$3.43M Buy
25,670
+1,029
+4% +$142K 1.03% 16
2021
Q2 		$3.36M Buy
24,641
+348
+1% +$47.1K 1.02% 15
2021
Q1 		$3.11M Buy
24,293
+575
+2% +$72.9K 1.01% 15
2020
Q4 		$2.89M Buy
23,718
+1,556
+7% +$176K 1.08% 15
2020
Q3 		$2.33M Buy
22,162
+2,298
+12% +$239K 0.98% 15
2020
Q2 		$1.92M Buy
19,864
+6,364
+47% +$568K 0.87% 15
2020
Q1 		$1.01M Buy
13,500
+6,230
+86% +$620K 0.55% 19
2019
Q4 		$808K Buy
7,270
+3,660
+101% +$391K 0.36% 22
2019
Q3 		$368K Buy
3,610
+89
+3% +$9.13K 0.18% 24
2019
Q2 		$374K Buy
3,521
+59
+2% +$6.16K 0.18% 26
2019
Q1 		$365K Buy
3,462
+267
+8% +$27.2K 0.19% 27
2018
Q4 		$302K Sell
3,195
-938
-23% -$95.1K 0.18% 26
2018
Q3 		$461K Buy
+4,133
New +$471K 0.25% 20
2018
Q1 		$543K Sell
4,558
-343
-7% -$41.4K 0.34% 22
2017
Q4 		$584K Sell
4,901
-10,262
-68% -$1.2M 0.37% 22
2017
Q3 		$1.74M Buy
15,163
+235
+2% +$26.3K 1.17% 13
2017
Q2 		$1.61M Buy
14,928
+536
+4% +$57K 1.12% 13
2017
Q1 		$1.48M Buy
14,392
+712
+5% +$71K 1.13% 12
2016
Q4 		$1.29M Sell
13,680
-536
-4% -$51.3K 1.02% 14
2016
Q3 		$1.42M Buy
14,216
+994
+8% +$96.7K 1.14% 12
2016
Q2 		$1.23M Sell
13,222
-3,359
-20% -$318K 1.07% 12
2016
Q1 		$1.56M Sell
16,581
-730
-4% -$64.1K 1.43% 13
2015
Q4 		$1.62M Buy
17,311
+36
+0.2% +$3.4K 1.6% 15
2015
Q3 		$1.54M Buy
17,275
+301
+2% +$28.8K 1.54% 15
2015
Q2 		$1.72M Buy
16,974
+460
+3% +$48.1K 1.61% 14
2015
Q1 		$1.71M Buy
16,514
+354
+2% +$34.5K 1.6% 14
2014
Q4 		$1.52M Buy
+16,160
New +$1.58M 1.5% 14

Other funds holding VSS

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
AC
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Boston Standard Wealth Management's VSS Position: Q2 2026 in Review

Boston Standard Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.3% in Q2 2026, selling an estimated $238K and leaving 44,087 shares worth $6.81M. The position accounts for 0.99% of the portfolio, ranked #17.

Boston Standard Wealth Management first reported a position in VSS in Q4 2014 and has held it in 46 quarters since. 337 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Boston Standard Wealth Management held 44,087 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.81M as of Q2 2026.
  • Boston Standard Wealth Management sold 1,519 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $238K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.99% of Boston Standard Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Boston Standard Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2014 and has held it in 46 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 Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.