DAS
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Dynamic Advisor Solutions’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Dynamic Advisor Solutions’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 		$237K Hold
1,533
– – 0.01% 945
2026
Q1 		$224K Buy
+1,533
New +$232K 0.01% 892
2025
Q4 		– Sell
-1,592
Closed -$227K – 999
2025
Q3 		$227K Sell
1,592
-289
-15% -$40K 0.01% 862
2025
Q2 		$253K Buy
+1,881
New +$232K 0.01% 794
2024
Q4 		– Sell
-5,149
Closed -$649K – 903
2024
Q3 		$649K Sell
5,149
-196
-4% -$23.6K 0.02% 561
2024
Q2 		$628K Buy
5,345
+32
+0.6% +$3.76K 0.02% 573
2024
Q1 		$621K Buy
5,313
+251
+5% +$28.4K 0.02% 556
2023
Q4 		$570K Buy
5,062
+786
+18% +$84.5K 0.02% 544
2023
Q3 		$454K Buy
4,276
+2,367
+124% +$263K 0.02% 545
2023
Q2 		$211K Sell
1,909
-8,311
-81% -$916K 0.01% 729
2023
Q1 		$1.12M Sell
10,220
-1,078
-10% -$117K 0.07% 297
2022
Q4 		$1.16M Buy
11,298
+710
+7% +$71.4K 0.08% 254
2022
Q3 		$983K Buy
10,588
+1,085
+11% +$113K 0.07% 250
2022
Q2 		$981K Buy
9,503
+1,058
+13% +$120K 0.08% 248
2022
Q1 		$1.05M Buy
8,445
+1,363
+19% +$171K 0.07% 256
2021
Q4 		$949K Sell
7,082
-41
-0.6% -$5.55K 0.07% 293
2021
Q3 		$952K Buy
7,123
+1,249
+21% +$172K 0.07% 295
2021
Q2 		$802K Buy
5,874
+658
+13% +$89.1K 0.06% 313
2021
Q1 		$670K Buy
5,216
+213
+4% +$27K 0.06% 317
2020
Q4 		$610K Buy
5,003
+1,692
+51% +$191K 0.06% 325
2020
Q3 		$349K Buy
3,311
+370
+13% +$38.6K 0.04% 389
2020
Q2 		$284K Buy
+2,941
New +$263K 0.04% 396

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Dynamic Advisor Solutions's VSS Position: Q2 2026 in Review

Dynamic Advisor Solutions held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 1,533 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #945.

Dynamic Advisor Solutions first reported a position in VSS in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.16M in Q4 2022. 135 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Dynamic Advisor Solutions held 1,533 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $237K as of Q2 2026.
  • Dynamic Advisor Solutions 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 Dynamic Advisor Solutions's portfolio in Q2 2026, its #945 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2020 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.16M in Q4 2022.
  • 135 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.