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

Elevate Wealth Advisory’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 Q1	$1.64M	Sell	11,260 -631	-5%	-$95.4K	1.04%	22
2025 Q4	$1.7M	Buy	11,891 +11	+0.1%	+$1.57K	1.17%	20
2025 Q3	$1.69M	Sell	11,880 -210	-2%	-$29.1K	1.23%	21
2025 Q2	$1.62M	Sell	12,090 -1,413	-10%	-$174K	1.16%	23
2025 Q1	$1.56M	Buy	13,503 +163	+1%	+$18.9K	1.11%	23
2024 Q4	$1.53M	Sell	13,340 -113	-0.8%	-$13.6K	1.15%	21
2024 Q3	$1.69M	Buy	13,453 +51	+0.4%	+$6.15K	1.26%	20
2024 Q2	$1.57M	Buy	13,402 +73	+0.5%	+$8.57K	1.28%	20
2024 Q1	$1.56M	Buy	13,329 +350	+3%	+$39.6K	1.36%	19
2023 Q4	$1.49M	Buy	+12,979	New	+$1.39M	1.37%	22

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elevate Wealth Advisory's VSS Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 5.3% in Q1 2026, selling an estimated $95.4K and leaving 11,260 shares worth $1.64M. The position accounts for 1.04% of the portfolio, ranked #22.

Elevate Wealth Advisory first reported a position in VSS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Elevate Wealth Advisory held 11,260 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.64M as of Q1 2026.
Elevate Wealth Advisory sold 631 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $95.4K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.04% of Elevate Wealth Advisory's portfolio in Q1 2026, its #22 holding.
Elevate Wealth Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.7M in Q4 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.