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VSS icon

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

CGN Advisors’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 		$437K Sell
2,832
-256
-8% -$40.2K 0.03% 242
2026
Q1 		$450K Sell
3,088
-225
-7% -$34K 0.04% 233
2025
Q4 		$475K Sell
3,313
-187
-5% -$26.6K 0.04% 228
2025
Q3 		$499K Sell
3,500
-3,793
-52% -$525K 0.04% 216
2025
Q2 		$980K Sell
7,293
-517
-7% -$63.8K 0.09% 172
2025
Q1 		$903K Sell
7,810
-28
-0.4% -$3.25K 0.09% 176
2024
Q4 		$897K Buy
7,838
+137
+2% +$16.5K 0.09% 175
2024
Q3 		$970K Buy
7,701
+52
+0.7% +$6.27K 0.1% 168
2024
Q2 		$899K Buy
7,649
+348
+5% +$40.8K 0.1% 164
2024
Q1 		$853K Buy
7,301
+168
+2% +$19K 0.11% 157
2023
Q4 		$820K Buy
7,133
+149
+2% +$16K 0.11% 160
2023
Q3 		$742K Buy
6,984
+52
+0.8% +$5.77K 0.1% 162
2023
Q2 		$766K Buy
6,932
+97
+1% +$10.7K 0.11% 151
2023
Q1 		$747K Buy
6,835
+234
+4% +$25.4K 0.12% 145
2022
Q4 		$679K Sell
6,601
-288
-4% -$29K 0.12% 151
2022
Q3 		$639K Buy
6,889
+1,048
+18% +$109K 0.16% 151
2022
Q2 		$603K Sell
5,841
-3,146
-35% -$357K 0.17% 137
2022
Q1 		$1.11M Buy
8,987
+6,788
+309% +$852K 0.28% 83
2021
Q4 		$295K Buy
2,199
+488
+29% +$66K 0.08% 184
2021
Q3 		$229K Sell
1,711
-63
-4% -$8.67K 0.07% 185
2021
Q2 		$242K Buy
1,774
+184
+12% +$24.9K 0.08% 195
2021
Q1 		$204K Buy
+1,590
New +$201K 0.07% 196

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.82B 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
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
AA
Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return