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

Claris 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 		$211K Buy
+1,366
New +$214K 0.06% 72
2024
Q4 		– Sell
-1,367
Closed -$172K – 1131
2024
Q3 		$172K Buy
+1,367
New +$165K 0.07% 67

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
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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Claris Advisors's VSS Position: Q2 2026 in Review

Claris Advisors opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 1,366 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings. This is a return to the name: Claris Advisors previously reported a position in VSS as recently as Q3 2024.

Claris Advisors first reported a position in VSS in Q3 2024 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Claris Advisors held 1,366 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $211K as of Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Claris Advisors position in Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of Claris Advisors's portfolio in Q2 2026, its #72 holding.
  • Claris Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.