Cerity Partners
VSS icon

Cerity Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Cerity Partners’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 		$33M Buy
213,717
+7,593
+4% +$1.19M 0.04% 336
2026
Q1 		$30.1M Buy
206,124
+9,451
+5% +$1.43M 0.04% 340
2025
Q4 		$28.2M Buy
196,673
+28,815
+17% +$4.1M 0.04% 331
2025
Q3 		$23.9M Buy
167,858
+1,056
+0.6% +$146K 0.04% 347
2025
Q2 		$22.4M Sell
166,802
-6,267
-4% -$773K 0.04% 340
2025
Q1 		$20M Buy
173,069
+5,525
+3% +$642K 0.04% 333
2024
Q4 		$19.2M Sell
167,544
-4,634
-3% -$557K 0.04% 319
2024
Q3 		$21.7M Sell
172,178
-6,565
-4% -$791K 0.05% 300
2024
Q2 		$21M Sell
178,743
-1,103
-0.6% -$129K 0.06% 269
2024
Q1 		$21M Sell
179,846
-212,587
-54% -$24.1M 0.06% 285
2023
Q4 		$21.6M Buy
392,433
+247,124
+170% +$26.6M 0.07% 235
2023
Q3 		$15.4M Sell
145,309
-75,441
-34% -$8.37M 0.08% 228
2023
Q2 		$24.4M Buy
220,750
+151,526
+219% +$16.7M 0.1% 201
2023
Q1 		$7.56M Buy
69,224
+6,556
+10% +$712K 0.02% 408
2022
Q4 		$6.44M Buy
62,668
+59,986
+2,237% +$6.03M 0.04% 324
2022
Q3 		$249K Buy
2,682
+103
+4% +$10.7K ﹤0.01% 972
2022
Q2 		$266K Buy
2,579
+264
+11% +$29.9K ﹤0.01% 955
2022
Q1 		$287K Buy
2,315
+2,224
+2,444% +$279K ﹤0.01% 738
2021
Q4 		$330K Sell
91
-2,268
-96% -$307K 0.01% 738
2021
Q3 		$315K Sell
2,359
-355
-13% -$48.9K 0.01% 554
2021
Q2 		$370K Buy
2,714
+649
+31% +$87.8K 0.01% 530
2021
Q1 		$265K Buy
+2,065
New +$262K 0.01% 588

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cerity Partners's VSS Position: Q2 2026 in Review

Cerity Partners increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.7% in Q2 2026, buying an estimated $1.19M and bringing the position to 213,717 shares worth $33M. The position accounts for 0.04% of the portfolio, ranked #336.

Cerity Partners first reported a position in VSS in Q1 2021 and has held it in 22 quarters since. 697 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Cerity Partners held 213,717 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $33M as of Q2 2026.
  • Cerity Partners bought 7,593 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $1.19M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #336 holding.
  • Cerity Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 22 quarters since.
  • 697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.