CAC
VSS icon

Certified Advisory Corp’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Certified Advisory Corp’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 		$4.17M Buy
27,031
+278
+1% +$43.6K 0.34% 79
2026
Q1 		$3.9M Buy
26,753
+141
+0.5% +$21.3K 0.35% 79
2025
Q4 		$3.81M Buy
26,612
+153
+0.6% +$21.8K 0.35% 75
2025
Q3 		$3.77M Sell
26,459
-252
-0.9% -$34.9K 0.36% 74
2025
Q2 		$3.59M Sell
26,711
-23
-0.1% -$2.84K 0.37% 73
2025
Q1 		$3.09M Sell
26,734
-1,094
-4% -$127K 0.35% 81
2024
Q4 		$3.19M Sell
27,828
-460
-2% -$55.3K 0.35% 81
2024
Q3 		$3.56M Sell
28,288
-910
-3% -$110K 0.39% 72
2024
Q2 		$3.43M Buy
29,198
+147
+0.5% +$17.3K 0.43% 68
2024
Q1 		$3.39M Buy
29,051
+802
+3% +$90.8K 0.47% 65
2023
Q4 		$3.25M Sell
28,249
-1,587
-5% -$171K 0.49% 67
2023
Q3 		$3.17M Buy
29,836
+4,125
+16% +$458K 0.58% 54
2023
Q2 		$2.84M Buy
25,711
+1,962
+8% +$216K 0.52% 62
2023
Q1 		$2.59M Buy
23,749
+1,437
+6% +$156K 0.46% 68
2022
Q4 		$2.29M Buy
+22,312
New +$2.24M 0.45% 65
2019
Q1 		– Sell
-7
Closed -$1K – 773
2018
Q4 		$1K Buy
+7
New +$710 ﹤0.01% 720

Other funds holding VSS

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Certified Advisory Corp's VSS Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1% in Q2 2026, buying an estimated $43.6K and bringing the position to 27,031 shares worth $4.17M. The position accounts for 0.34% of the portfolio, ranked #79.

Certified Advisory Corp first reported a position in VSS in Q4 2018 and has held it in 16 quarters since. 266 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Certified Advisory Corp held 27,031 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.17M as of Q2 2026.
  • Certified Advisory Corp bought 278 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $43.6K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.34% of Certified Advisory Corp's portfolio in Q2 2026, its #79 holding.
  • Certified Advisory Corp first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 16 quarters since.
  • 266 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.