Diversify Advisory Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Diversify Advisory Services’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	$2.66M	Buy	+17,629	New	+$2.77M	0.04%	325
2026 Q1	–	Sell	-7,970	Closed	-$1.19M	–	850
2025 Q4	$1.19M	Sell	7,970 -15,944	-67%	-$2.27M	0.04%	353
2025 Q3	$3.4M	Buy	23,914 +978	+4%	+$135K	0.11%	141
2025 Q2	$3.16M	Buy	22,936 +7,521	+49%	+$928K	0.12%	124
2025 Q1	$1.85M	Buy	15,415 +3,359	+28%	+$390K	0.12%	127
2024 Q4	$1.35M	Sell	12,056 -3,611	-23%	-$434K	0.07%	188
2024 Q3	$1.91M	Sell	15,667 -4,925	-24%	-$594K	0.1%	166
2024 Q2	$2.45M	Sell	20,592 -17,544	-46%	-$2.06M	0.13%	136
2024 Q1	$4.46M	Buy	+38,136	New	+$4.32M	0.26%	81

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

Diversify Advisory Services's VSS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 17,629 shares worth $2.66M. The stake represents 0.04% of the portfolio and ranks #325 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VSS as recently as Q4 2025.

Diversify Advisory Services first reported a position in VSS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.46M in Q1 2024. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Diversify Advisory Services held 17,629 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.66M as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Diversify Advisory Services position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #325 holding.
Diversify Advisory Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.46M in Q1 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.