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Clune & Associates’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Clune & Associates’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 		$3.62M Sell
23,492
-8,068
-26% -$1.27M 0.55% 39
2026
Q1 		$4.6M Sell
31,560
-8,906
-22% -$1.35M 0.87% 34
2025
Q4 		$5.8M Buy
40,466
+5,375
+15% +$766K 1.25% 23
2025
Q3 		$5M Buy
35,091
+2,729
+8% +$378K 1.25% 22
2025
Q2 		$4.35M Sell
32,362
-609
-2% -$75.1K 1.19% 25
2025
Q1 		$3.81M Buy
32,971
+1,224
+4% +$142K 1.17% 26
2024
Q4 		$3.63M Buy
+31,747
New +$3.81M 1.21% 23

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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 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

Clune & Associates's VSS Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 26% in Q2 2026, selling an estimated $1.27M and leaving 23,492 shares worth $3.62M. The position accounts for 0.55% of the portfolio, ranked #39.

Clune & Associates first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.8M in Q4 2025. 168 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Clune & Associates held 23,492 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.62M as of Q2 2026.
  • Clune & Associates sold 8,068 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $1.27M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.55% of Clune & Associates's portfolio in Q2 2026, its #39 holding.
  • Clune & Associates first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5.8M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.