Center for Financial Planning’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Center for Financial Planning’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	$4.35M	Sell	28,194 -352	-1%	-$55.2K	0.41%	20
2026 Q1	$4.16M	Buy	28,546 +106	+0.4%	+$16K	0.43%	18
2025 Q4	$4.08M	Buy	28,440 +9,006	+46%	+$1.28M	0.42%	18
2025 Q3	$2.77M	Buy	19,434 +4,435	+30%	+$614K	0.3%	29
2025 Q2	$2.02M	Buy	14,999 +4,078	+37%	+$503K	0.23%	37
2025 Q1	$1.26M	Buy	10,921 +885	+9%	+$103K	0.16%	51
2024 Q4	$1.15M	Sell	10,036 -322	-3%	-$38.7K	0.15%	54
2024 Q3	$1.3M	Sell	10,358 -898	-8%	-$108K	0.18%	48
2024 Q2	$1.32M	Buy	11,256 +255	+2%	+$29.9K	0.19%	48
2024 Q1	$1.29M	Buy	11,001 +255	+2%	+$28.9K	0.19%	48
2023 Q4	$1.24M	Buy	10,746 +3,858	+56%	+$415K	0.23%	46
2023 Q3	$732K	Sell	6,888 -937	-12%	-$104K	0.16%	60
2023 Q2	$865K	Buy	7,825 +624	+9%	+$68.8K	0.18%	56
2023 Q1	$787K	Sell	7,201 -910	-11%	-$98.9K	0.18%	56
2022 Q4	$834K	Sell	8,111 -4,461	-35%	-$449K	0.2%	55
2022 Q3	$1.17M	Buy	12,572 +4,572	+57%	+$475K	0.31%	36
2022 Q2	$826K	Sell	8,000 -2,998	-27%	-$340K	0.21%	56
2022 Q1	$1.36M	Buy	10,998 +5,661	+106%	+$710K	0.28%	39
2021 Q4	$715K	Sell	5,337 -28	-0.5%	-$3.79K	0.15%	68
2021 Q3	$717K	Sell	5,365 -254	-5%	-$35K	0.17%	64
2021 Q2	$767K	Sell	5,619 -1,008	-15%	-$136K	0.19%	65
2021 Q1	$851K	Sell	6,627 -301	-4%	-$38.1K	0.22%	54
2020 Q4	$844K	Sell	6,928 -42	-0.6%	-$4.75K	0.24%	46
2020 Q3	$734K	Sell	6,970 -517	-7%	-$53.9K	0.24%	47
2020 Q2	$723K	Sell	7,487 -5,314	-42%	-$475K	0.25%	46
2020 Q1	$1M	Buy	12,801 +7,464	+140%	+$742K	0.34%	32
2019 Q4	$593K	Buy	+5,337	New	+$570K	0.15%	65

Other funds holding VSS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EWM

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WPC

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

Center for Financial Planning's VSS Position: Q2 2026 in Review

Center for Financial Planning reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.2% in Q2 2026, selling an estimated $55.2K and leaving 28,194 shares worth $4.35M. The position accounts for 0.41% of the portfolio, ranked #20.

Center for Financial Planning first reported a position in VSS in Q4 2019 and has held it in 27 quarters since. 451 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Center for Financial Planning held 28,194 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.35M as of Q2 2026.
Center for Financial Planning sold 352 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $55.2K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.41% of Center for Financial Planning's portfolio in Q2 2026, its #20 holding.
Center for Financial Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 27 quarters since.
451 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.