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

Concurrent Investment 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 		$658K Buy
+4,265
New +$669K 0.01% 1244
2026
Q1 		– Sell
-9,783
Closed -$1.4M – 2058
2025
Q4 		$1.4M Buy
9,783
+2,091
+27% +$298K 0.02% 697
2025
Q3 		$1.1M Buy
7,692
+2,367
+44% +$328K 0.02% 628
2025
Q2 		$716K Buy
+5,325
New +$657K 0.01% 718
2025
Q1 		– Sell
-10,189
Closed -$1.17M – 1342
2024
Q4 		$1.17M Sell
10,189
-61
-0.6% -$7.33K 0.03% 455
2024
Q3 		$1.29M Buy
+10,250
New +$1.24M 0.04% 414

Other funds holding VSS

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
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
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Concurrent Investment Advisors's VSS Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 4,265 shares worth $658K. The stake represents 0.01% of the portfolio and ranks #1244 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in VSS as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in VSS in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2025. 337 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Concurrent Investment Advisors held 4,265 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $658K as of Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Concurrent Investment Advisors position in Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1244 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.4M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.