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Cassilly Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Cassilly Financial Group’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 		$2.19M Buy
14,111
+488
+4% +$76.2K 1.47% 18
2026
Q2 		$2.1M Buy
13,623
+34
+0.3% +$5.33K 1.53% 18
2026
Q1 		$1.98M Buy
13,589
+109
+0.8% +$16.5K 1.72% 19
2025
Q4 		$1.93M Buy
+13,480
New +$1.92M 1.71% 19

Other funds holding VSS

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Cassilly Financial Group's VSS Position: Q3 2026 in Review

Cassilly Financial Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.6% in Q3 2026, buying an estimated $76.2K and bringing the position to 14,111 shares worth $2.19M. The position accounts for 1.47% of the portfolio, ranked #18.

Cassilly Financial Group first reported a position in VSS in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Cassilly Financial Group held 14,111 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.19M as of Q3 2026.
  • Cassilly Financial Group bought 488 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $76.2K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.47% of Cassilly Financial Group's portfolio in Q3 2026, its #18 holding.
  • Cassilly Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.