CA
VSS icon

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

Clearstead 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 		$664K Buy
4,305
+1,295
+43% +$203K 0.01% 662
2026
Q1 		$439K Buy
3,010
+233
+8% +$35.2K ﹤0.01% 745
2025
Q4 		$398K Sell
2,777
-693
-20% -$98.7K 0.01% 724
2025
Q3 		$495K Sell
3,470
-53
-2% -$7.34K 0.01% 633
2025
Q2 		$473K Buy
3,523
+1,412
+67% +$174K 0.01% 623
2025
Q1 		$244K Buy
2,111
+10
+0.5% +$1.16K ﹤0.01% 765
2024
Q4 		$241K Buy
2,101
+203
+11% +$24.4K ﹤0.01% 799
2024
Q3 		$239K Buy
1,898
+434
+30% +$52.3K ﹤0.01% 790
2024
Q2 		$172K Buy
1,464
+30
+2% +$3.52K ﹤0.01% 863
2024
Q1 		$170K Buy
1,434
+329
+30% +$37.2K 0.01% 494
2023
Q4 		$127K Sell
1,105
-955
-46% -$103K 0.01% 540
2023
Q3 		$219K Buy
2,060
+739
+56% +$82K 0.01% 556
2023
Q2 		$146K Buy
1,321
+183
+16% +$20.2K 0.01% 488
2023
Q1 		$124K Sell
1,138
-11,828
-91% -$1.28M 0.01% 470
2022
Q4 		$1.33M Buy
12,966
+12,812
+8,319% +$1.29M 0.1% 151
2022
Q3 		$14K Hold
154
– – ﹤0.01% 840
2022
Q2 		$16K Sell
154
-1,000
-87% -$113K ﹤0.01% 852
2022
Q1 		$143K Hold
1,154
– – 0.01% 474
2021
Q4 		$155K Buy
1,154
+200
+21% +$27.1K 0.01% 436
2021
Q3 		$127K Buy
954
+823
+628% +$113K 0.01% 436
2021
Q2 		$18K Buy
131
+1
+0.8% +$135 ﹤0.01% 720
2021
Q1 		$17K Hold
130
– – ﹤0.01% 709
2020
Q4 		$16K Buy
130
+2
+2% +$226 ﹤0.01% 664
2020
Q3 		$14K Hold
128
– – ﹤0.01% 628
2020
Q2 		$12K Hold
128
– – ﹤0.01% 585
2020
Q1 		$10K Buy
+128
New +$12.7K ﹤0.01% 581

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

Clearstead Advisors's VSS Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 43% in Q2 2026, buying an estimated $203K and bringing the position to 4,305 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #662.

Clearstead Advisors first reported a position in VSS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.33M in Q4 2022. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Clearstead Advisors held 4,305 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $664K as of Q2 2026.
  • Clearstead Advisors bought 1,295 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $203K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #662 holding.
  • Clearstead Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.33M in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.