CFS
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CGC Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

CGC Financial Services’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 		$5.4K Hold
35
– – ﹤0.01% 255
2026
Q1 		$5.1K Hold
35
– – ﹤0.01% 251
2025
Q4 		$5.02K Hold
35
– – ﹤0.01% 264
2025
Q3 		$4.99K Hold
35
– – ﹤0.01% 262
2025
Q2 		$4.7K Hold
35
– – ﹤0.01% 251
2025
Q1 		$4.05K Hold
35
– – ﹤0.01% 252
2024
Q4 		$4.01K Hold
35
– – ﹤0.01% 256
2024
Q3 		$4.41K Hold
35
– – ﹤0.01% 245
2024
Q2 		$4.11K Hold
35
– – ﹤0.01% 251
2024
Q1 		$4.09K Hold
35
– – ﹤0.01% 256
2023
Q4 		$4.03K Hold
35
– – ﹤0.01% 267
2023
Q3 		$3.72K Hold
35
– – ﹤0.01% 222
2023
Q2 		$3.87K Buy
+35
New +$3.86K ﹤0.01% 237

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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

CGC Financial Services's VSS Position: Q2 2026 in Review

CGC Financial Services held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 35 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

CGC Financial Services first reported a position in VSS in Q2 2023 and has held it in 13 quarters since. 135 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • CGC Financial Services held 35 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $5.4K as of Q2 2026.
  • CGC Financial Services left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #255 holding.
  • CGC Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and has held it in 13 quarters since.
  • 135 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.