CVA Family Office’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

CVA Family Office’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	$313K	Hold	2,028	–	–	0.03%	261
2026 Q1	$296K	Hold	2,028	–	–	0.03%	252
2025 Q4	$291K	Hold	2,028	–	–	0.03%	244
2025 Q3	$289K	Buy	2,028 +48	+2%	+$6.65K	0.04%	237
2025 Q2	$266K	Hold	1,980	–	–	0.04%	246
2025 Q1	$229K	Sell	1,980 -290	-13%	-$33.7K	0.04%	264
2024 Q4	$260K	Sell	2,270 -2,130	-48%	-$256K	0.04%	232
2024 Q3	$554K	Buy	4,400 +1,335	+44%	+$161K	0.09%	141
2024 Q2	$360K	Sell	3,065 -1,750	-36%	-$205K	0.06%	170
2024 Q1	$563K	Hold	4,815	–	–	0.1%	129
2023 Q4	$554K	Sell	4,815 -140	-3%	-$15K	0.11%	121
2023 Q3	$526K	Sell	4,955 -300	-6%	-$33.3K	0.12%	123
2023 Q2	$581K	Hold	5,255	–	–	0.12%	119
2023 Q1	$574K	Hold	5,255	–	–	0.13%	113
2022 Q4	$540K	Buy	5,255 +2,470	+89%	+$248K	0.13%	108
2022 Q3	$258K	Buy	2,785 +440	+19%	+$45.7K	0.07%	152
2022 Q2	$242K	Sell	2,345 -260	-10%	-$29.5K	0.07%	150
2022 Q1	$323K	Buy	+2,605	New	+$327K	0.08%	131

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

CVA Family Office's VSS Position: Q2 2026 in Review

CVA Family Office held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 2,028 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #261.

CVA Family Office first reported a position in VSS in Q1 2022 and has held it in 18 quarters since. The position peaked at $581K in Q2 2023. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

CVA Family Office held 2,028 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $313K as of Q2 2026.
CVA Family Office 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 0.03% of CVA Family Office's portfolio in Q2 2026, its #261 holding.
CVA Family Office first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and has held it in 18 quarters since.
CVA Family Office's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $581K in Q2 2023.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.