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 Q2	$1.76M	Buy	11,386 +126	+1%	+$19.8K	1%	22
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 $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

Elevate Wealth Advisory's VSS Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.1% in Q2 2026, buying an estimated $19.8K and bringing the position to 11,386 shares worth $1.76M. The position accounts for 1% of the portfolio, ranked #22.

Elevate Wealth Advisory first reported a position in VSS in Q4 2023 and has held it in 11 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Elevate Wealth Advisory held 11,386 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.76M as of Q2 2026.
Elevate Wealth Advisory bought 126 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $19.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1% of Elevate Wealth Advisory's portfolio in Q2 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 11 quarters since.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.