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

Congress Wealth Management’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
2025
Q2 		$2.68M Buy
19,972
+860
+4% +$106K 0.03% 511
2025
Q1 		$2.21M Sell
19,112
-246
-1% -$28.6K 0.03% 471
2024
Q4 		$2.22M Sell
19,358
-365
-2% -$43.9K 0.03% 396
2024
Q3 		$2.48M Sell
19,723
-3,541
-15% -$427K 0.03% 388
2024
Q2 		$2.73M Sell
23,264
-1,997
-8% -$234K 0.04% 313
2024
Q1 		$2.95M Sell
25,261
-3,218
-11% -$364K 0.05% 280
2023
Q4 		$3.28M Sell
28,479
-3,927
-12% -$422K 0.06% 263
2023
Q3 		$3.44M Sell
32,406
-2,558
-7% -$284K 0.07% 252
2023
Q2 		$3.86M Sell
34,964
-2,814
-7% -$310K 0.09% 218
2023
Q1 		$4.13M Sell
37,778
-3,383
-8% -$368K 0.1% 203
2022
Q4 		$4.23M Buy
41,161
+6,545
+19% +$658K 0.11% 195
2022
Q3 		$3.21M Buy
34,616
+6,772
+24% +$704K 0.09% 222
2022
Q2 		$2.87M Sell
27,844
-503
-2% -$57.1K 0.07% 244
2022
Q1 		$3.51M Sell
28,347
-542
-2% -$68K 0.08% 250
2021
Q4 		$3.87M Buy
+28,889
New +$3.91M 0.08% 251

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Congress Wealth Management's VSS Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.5% in Q2 2025, buying an estimated $106K and bringing the position to 19,972 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #511.

Congress Wealth Management first reported a position in VSS in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.23M in Q4 2022. 650 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

  • Congress Wealth Management held 19,972 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.68M as of Q2 2025.
  • Congress Wealth Management bought 860 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $106K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #511 holding.
  • Congress Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.23M in Q4 2022.
  • 650 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.