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

Copia 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 		– Sell
-172
Closed -$19.9K – 494
2025
Q1 		$19.9K Hold
172
– – 0.02% 226
2024
Q4 		$19.7K Buy
+172
New +$20.7K 0.02% 212

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MIAS
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Charles Schwab
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AssetMark Inc
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
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Creative Planning
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Copia Wealth Management's VSS Position: Q2 2025 in Review

Copia Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 172 shares — an estimated $19.9K sold.

Copia Wealth Management first reported a position in VSS in Q4 2024 and held it in 2 quarters. The position peaked at $19.9K in Q1 2025. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

  • Copia Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 172 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $19.9K.
  • Copia Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and held it in 2 quarters.
  • Copia Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $19.9K in Q1 2025.
  • 648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.