Dynamic Advisor Solutions
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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
Q3 		$238K Buy
1,536
+3
+0.2% +$469 0.01% 914
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

Dynamic Advisor Solutions's VSS Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.2% in Q3 2026, buying an estimated $469 and bringing the position to 1,536 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #914.

Dynamic Advisor Solutions first reported a position in VSS in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q4 2022. 149 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Dynamic Advisor Solutions held 1,536 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $238K as of Q3 2026.
  • Dynamic Advisor Solutions bought 3 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $469.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #914 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 23 quarters since.
  • Dynamic Advisor Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.16M in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.