Concord Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Concord Wealth Partners’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	$6.79K	Buy	+44	New	+$6.9K	﹤0.01%	617
2026 Q1	–	Sell	-78	Closed	-$11.2K	–	775
2025 Q4	$11.2K	Hold	78	–	–	﹤0.01%	519
2025 Q3	$11.1K	Sell	78 -121	-61%	-$16.8K	﹤0.01%	522
2025 Q2	$26.7K	Buy	199 +8	+4%	+$987	﹤0.01%	429
2025 Q1	$22.1K	Sell	191 -22	-10%	-$2.56K	﹤0.01%	424
2024 Q4	$24.4K	Buy	213 +100	+88%	+$12K	﹤0.01%	428
2024 Q3	$14.2K	Buy	+113	New	+$13.6K	﹤0.01%	514
2021 Q2	–	Sell	-5	Closed	-$1K	–	1109
2021 Q1	$1K	Sell	5 -39	-89%	-$4.94K	﹤0.01%	970
2020 Q4	$5K	Buy	+44	New	+$4.98K	﹤0.01%	425

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concord Wealth Partners's VSS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 44 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VSS as recently as Q4 2025.

Concord Wealth Partners first reported a position in VSS in Q4 2020 and has held it in 9 quarters since. The position peaked at $26.7K in Q2 2025. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Concord Wealth Partners held 44 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.79K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Concord Wealth Partners position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #617 holding.
Concord Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 9 quarters since.
Concord Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $26.7K in Q2 2025.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.