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

Curio Wealth’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	–	Sell	-88	Closed	-$12.8K	–	1128
2026 Q1	$12.8K	Hold	88	–	–	﹤0.01%	203
2025 Q4	$12.7K	Hold	88	–	–	﹤0.01%	226
2025 Q3	$12.5K	Sell	88 -12	-12%	-$1.66K	0.01%	181
2025 Q2	$13.4K	Buy	100 +99	+9,900%	+$12.2K	0.01%	187
2025 Q1	$11.4K	Sell	1 -99	-99%	-$11.5K	0.01%	219
2024 Q4	$11.4K	Buy	+100	New	+$12K	0.01%	206

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

Curio Wealth's VSS Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026, closing a stake of 88 shares — an estimated $12.8K sold.

Curio Wealth first reported a position in VSS in Q4 2024 and held it in 6 quarters. The position peaked at $13.4K in Q2 2025. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Curio Wealth reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 88 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $12.8K.
Curio Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and held it in 6 quarters.
Curio Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $13.4K in Q2 2025.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.