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

Crewe 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	$26.4K	Hold	171	–	–	﹤0.01%	548
2026 Q1	$24.9K	Hold	171	–	–	﹤0.01%	475
2025 Q4	$24.5K	Hold	171	–	–	﹤0.01%	453
2025 Q3	$24.4K	Hold	171	–	–	﹤0.01%	462
2025 Q2	$23K	Sell	171 -1,190	-87%	-$147K	﹤0.01%	353
2025 Q1	$157K	Hold	1,361	–	–	0.02%	164
2024 Q4	$156K	Hold	1,361	–	–	0.02%	165
2024 Q3	$171K	Sell	1,361 -45	-3%	-$5.42K	0.02%	163
2024 Q2	$165K	Hold	1,406	–	–	0.02%	194
2024 Q1	$164K	Sell	1,406 -4	-0.3%	-$453	0.02%	195
2023 Q4	$162K	Buy	1,410 +4	+0.3%	+$430	0.03%	78
2023 Q3	$149K	Hold	1,406	–	–	0.03%	80
2023 Q2	$155K	Hold	1,406	–	–	0.02%	159
2023 Q1	$154K	Buy	1,406 +64	+5%	+$6.95K	0.02%	179
2022 Q4	$138K	Buy	1,342 +1,259	+1,517%	+$127K	0.02%	191
2022 Q3	$8K	Sell	83 -914	-92%	-$95K	﹤0.01%	739
2022 Q2	$103K	Hold	997	–	–	0.02%	211
2022 Q1	$124K	Hold	997	–	–	0.02%	156
2021 Q4	$134K	Hold	997	–	–	0.03%	115
2021 Q3	$133K	Hold	997	–	–	0.03%	97
2021 Q2	$136K	Hold	997	–	–	0.03%	92
2021 Q1	$128K	Hold	997	–	–	0.03%	86
2020 Q4	$121K	Hold	997	–	–	0.05%	85
2020 Q3	$105K	Buy	+997	New	+$104K	0.05%	86

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

Crewe Advisors's VSS Position: Q2 2026 in Review

Crewe Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 171 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Crewe Advisors first reported a position in VSS in Q3 2020 and has held it in 24 quarters since. The position peaked at $171K in Q3 2024. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Crewe Advisors held 171 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $26.4K as of Q2 2026.
Crewe Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #548 holding.
Crewe Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and has held it in 24 quarters since.
Crewe Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $171K in Q3 2024.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.