Creative Financial Designs’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Creative Financial Designs’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 Q1	$4.02M	Buy	27,562 +712	+3%	+$108K	0.24%	89
2025 Q4	$3.85M	Buy	26,850 +26	+0.1%	+$3.7K	0.24%	92
2025 Q3	$3.82M	Buy	26,824 +652	+2%	+$90.3K	0.26%	87
2025 Q2	$3.52M	Sell	26,172 -445	-2%	-$54.9K	0.25%	89
2025 Q1	$3.08M	Sell	26,617 -2,001	-7%	-$233K	0.25%	85
2024 Q4	$3.28M	Buy	28,618 +1,221	+4%	+$147K	0.27%	82
2024 Q3	$3.45M	Buy	27,397 +639	+2%	+$77K	0.29%	73
2024 Q2	$3.14M	Buy	26,758 +2,145	+9%	+$252K	0.28%	78
2024 Q1	$2.88M	Buy	24,613 +1,895	+8%	+$214K	0.27%	82
2023 Q4	$2.61M	Buy	22,718 +1,950	+9%	+$210K	0.27%	82
2023 Q3	$2.21M	Buy	20,768 +601	+3%	+$66.7K	0.26%	82
2023 Q2	$2.23M	Buy	20,167 +1,493	+8%	+$165K	0.26%	78
2023 Q1	$2.04M	Buy	18,674 +2,690	+17%	+$292K	0.27%	82
2022 Q4	$1.64M	Buy	15,984 +756	+5%	+$76K	0.24%	84
2022 Q3	$1.41M	Buy	15,228 +1,850	+14%	+$192K	0.23%	85
2022 Q2	$1.38M	Buy	13,378 +1,335	+11%	+$151K	0.23%	92
2022 Q1	$1.49M	Buy	12,043 +3,780	+46%	+$474K	0.23%	98
2021 Q4	$1.11M	Buy	8,263 +1,018	+14%	+$138K	0.17%	123
2021 Q3	$969K	Buy	7,245 +1,423	+24%	+$196K	0.16%	121
2021 Q2	$794K	Buy	5,822 +1,312	+29%	+$178K	0.14%	132
2021 Q1	$579K	Buy	4,510 +437	+11%	+$55.4K	0.11%	149
2020 Q4	$496K	Buy	4,073 +1,115	+38%	+$126K	0.11%	146
2020 Q3	$311K	Buy	2,958 +497	+20%	+$51.8K	0.08%	191
2020 Q2	$238K	Buy	2,461 +1,889	+330%	+$169K	0.07%	193
2020 Q1	$45K	Buy	572 +560	+4,667%	+$55.7K	0.02%	235
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	523
2019 Q3	$1K	Buy	+12	New	+$1.23K	﹤0.01%	608
2017 Q4	–	Sell	-52	Closed	-$6K	–	792
2017 Q3	$6K	Sell	52 -17	-25%	-$1.9K	﹤0.01%	486
2017 Q2	$7K	Buy	+69	New	+$7.34K	﹤0.01%	475

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's VSS Position: Q1 2026 in Review

Creative Financial Designs increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.7% in Q1 2026, buying an estimated $108K and bringing the position to 27,562 shares worth $4.02M. The position accounts for 0.24% of the portfolio, ranked #89.

Creative Financial Designs first reported a position in VSS in Q2 2017 and has held it in 29 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Creative Financial Designs held 27,562 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.02M as of Q1 2026.
Creative Financial Designs bought 712 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $108K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.24% of Creative Financial Designs's portfolio in Q1 2026, its #89 holding.
Creative Financial Designs first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2017 and has held it in 29 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.