CPIG
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Chicago Partners Investment Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Chicago Partners Investment Group’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 		$601K Buy
3,991
+309
+8% +$48.5K 0.01% 889
2026
Q1 		$582K Buy
3,682
+306
+9% +$46.3K 0.01% 798
2025
Q4 		$516K Buy
3,376
+293
+10% +$41.7K 0.01% 747
2025
Q3 		$444K Sell
3,083
-377
-11% -$52.2K 0.01% 769
2025
Q2 		$478K Buy
3,460
+12
+0.3% +$1.48K 0.01% 621
2025
Q1 		$421K Sell
3,448
-168
-5% -$19.5K 0.01% 575
2024
Q4 		$410K Sell
3,616
-87
-2% -$10.5K 0.01% 559
2024
Q3 		$449K Sell
3,703
-42
-1% -$5.06K 0.02% 519
2024
Q2 		$448K Sell
3,745
-179
-5% -$21K 0.02% 495
2024
Q1 		$449K Sell
3,924
-229
-6% -$25.9K 0.02% 475
2023
Q4 		$462K Sell
4,153
-146
-3% -$15.7K 0.02% 443
2023
Q3 		$433K Sell
4,299
-150
-3% -$16.7K 0.02% 439
2023
Q2 		$499K Buy
4,449
+645
+17% +$71.1K 0.03% 421
2023
Q1 		$421K Sell
3,804
-125
-3% -$13.6K 0.02% 425
2022
Q4 		$438K Sell
3,929
-46
-1% -$4.63K 0.03% 406
2022
Q3 		$395K Buy
3,975
+96
+2% +$9.98K 0.03% 389
2022
Q2 		$424K Buy
3,879
+39
+1% +$4.42K 0.03% 367
2022
Q1 		$422K Hold
3,840
– – 0.03% 354
2021
Q4 		$479K Buy
3,840
+120
+3% +$16.2K 0.03% 344
2021
Q3 		$516K Buy
3,720
+38
+1% +$5.23K 0.04% 328
2021
Q2 		$505K Buy
3,682
+250
+7% +$33.8K 0.04% 326
2021
Q1 		$466K Hold
3,432
– – 0.04% 312
2020
Q4 		$429K Sell
3,432
-220
-6% -$24.9K 0.04% 304
2020
Q3 		$385K Buy
3,652
+9
+0.2% +$938 0.05% 272
2020
Q2 		$375K Sell
3,643
-296
-8% -$26.4K 0.05% 254
2020
Q1 		$331K Hold
3,939
– – 0.05% 237
2019
Q4 		$442K Buy
3,939
+134
+4% +$14.3K 0.05% 231
2019
Q3 		$401K Buy
3,805
+14
+0.4% +$1.44K 0.06% 224
2019
Q2 		$399K Buy
3,791
+22
+0.6% +$2.3K 0.06% 215
2019
Q1 		$404K Buy
3,769
+1
+0% +$102 0.06% 205
2018
Q4 		$374K Buy
3,768
+43
+1% +$4.36K 0.06% 234
2018
Q3 		$367K Buy
3,725
+8
+0.2% +$912 0.05% 224
2018
Q2 		$429K Sell
3,717
-385
-9% -$46.1K 0.07% 189
2018
Q1 		$489K Buy
4,102
+1
+0% +$121 0.08% 158
2017
Q4 		$489K Buy
4,101
+53
+1% +$6.18K 0.08% 164
2017
Q3 		$465K Buy
4,048
+3,572
+750% +$400K 0.08% 165
2017
Q2 		$48K Sell
476
-3,325
-87% -$354K 0.01% 394
2017
Q1 		$390K Buy
3,801
+2,874
+310% +$287K 0.11% 126
2016
Q4 		$87K Sell
927
-283
-23% -$27.1K 0.03% 243
2016
Q3 		$120K Sell
1,210
-617
-34% -$60K 0.05% 215
2016
Q2 		$170K Buy
1,827
+8
+0.4% +$758 0.08% 149
2016
Q1 		$170K Sell
1,819
-539
-23% -$47.4K 0.09% 143
2015
Q4 		$219K Sell
2,358
-1,956
-45% -$185K 0.1% 144
2015
Q3 		$391K Buy
4,314
+23
+0.5% +$2.2K 0.22% 69
2015
Q2 		$437K Sell
4,291
-1,947
-31% -$204K 0.2% 74
2015
Q1 		$595K Sell
6,238
-1,200
-16% -$117K 0.26% 62
2014
Q4 		$709K Buy
+7,438
New +$729K 0.3% 59

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

Chicago Partners Investment Group's VSS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 8.4% in Q2 2026, buying an estimated $48.5K and bringing the position to 3,991 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #889.

Chicago Partners Investment Group first reported a position in VSS in Q4 2014 and has held it in 47 quarters since. The position peaked at $709K in Q4 2014. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Chicago Partners Investment Group held 3,991 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $601K as of Q2 2026.
  • Chicago Partners Investment Group bought 309 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $48.5K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #889 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $709K in Q4 2014.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.