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

Diversify Wealth Management’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	Sell	17,629 -1,087	-6%	-$171K	0.04%	325
2026 Q1	$2.89M	Buy	18,716 +6,931	+59%	+$1.05M	0.05%	278
2025 Q4	$1.74M	Sell	11,785 -41,447	-78%	-$5.9M	0.08%	227
2025 Q3	$7.58M	Sell	53,232 -3,550	-6%	-$492K	0.44%	51
2025 Q2	$7.83M	Buy	56,782 +2,668	+5%	+$329K	0.48%	42
2025 Q1	$6.51M	Buy	54,114 +7,385	+16%	+$858K	0.48%	46
2024 Q4	$5.21M	Buy	46,729 +6,743	+17%	+$810K	0.41%	61
2024 Q3	$4.85M	Buy	39,986 +7,966	+25%	+$960K	0.47%	51
2024 Q2	$3.62M	Buy	+32,020	New	+$3.76M	0.45%	48

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 Wealth Management's VSS Position: Q2 2026 in Review

Diversify Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 5.8% in Q2 2026, selling an estimated $171K and leaving 17,629 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #325.

Diversify Wealth Management first reported a position in VSS in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.83M in Q2 2025. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Diversify Wealth Management held 17,629 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.66M as of Q2 2026.
Diversify Wealth Management sold 1,087 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $171K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #325 holding.
Diversify Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7.83M 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.