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

Causey Wealth LLC’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	$4.57M	Sell	29,643 -659	-2%	-$103K	1.79%	20
2026 Q1	$4.42M	Sell	30,302 -2,753	-8%	-$416K	1.88%	20
2025 Q4	$4.74M	Sell	33,055 -1,348	-4%	-$192K	2.15%	20
2025 Q3	$4.9M	Sell	34,403 -1,163	-3%	-$161K	2.39%	19
2025 Q2	$4.78M	Sell	35,566 -1,575	-4%	-$194K	2.46%	16
2025 Q1	$4.29M	Sell	37,141 -9,195	-20%	-$1.07M	2.4%	18
2024 Q4	$5.3M	Buy	+46,336	New	+$5.57M	3.09%	15

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Causey Wealth LLC's VSS Position: Q2 2026 in Review

Causey Wealth LLC reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.2% in Q2 2026, selling an estimated $103K and leaving 29,643 shares worth $4.57M. The position accounts for 1.79% of the portfolio, ranked #20.

Causey Wealth LLC first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.3M in Q4 2024. 721 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Causey Wealth LLC held 29,643 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.57M as of Q2 2026.
Causey Wealth LLC sold 659 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $103K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.79% of Causey Wealth LLC's portfolio in Q2 2026, its #20 holding.
Causey Wealth LLC first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5.3M in Q4 2024.
721 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.