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

Elevation Wealth Partners’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
2025 Q4	–	Sell	-250	Closed	-$35.6K	–	1031
2025 Q3	$35.6K	Buy	250 +1	+0.4%	+$138	0.01%	277
2025 Q2	$33.4K	Buy	249 +2	+0.8%	+$247	0.01%	274
2025 Q1	$28.6K	Sell	247 -248	-50%	-$28.8K	0.01%	284
2024 Q4	$56.6K	Buy	495 +11	+2%	+$1.32K	0.02%	216
2024 Q3	$60.9K	Buy	484 +2	+0.4%	+$241	0.03%	205
2024 Q2	$56.6K	Buy	482 +4	+0.8%	+$469	0.03%	206
2024 Q1	$55.9K	Buy	478 +8	+2%	+$905	0.03%	209
2023 Q4	$49.9K	Hold	470	–	–	0.03%	208
2023 Q3	$49.9K	Buy	470 +3	+0.6%	+$333	0.04%	147
2023 Q2	$51.6K	Buy	467 +4	+0.9%	+$441	0.04%	149
2023 Q1	$50.6K	Buy	+463	New	+$50.3K	0.05%	152

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Align Financial Hermantown, Minnesota $202M AUM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Elevation Wealth Partners's VSS Position: Q4 2025 in Review

Elevation Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 250 shares — an estimated $35.6K sold.

Elevation Wealth Partners first reported a position in VSS in Q1 2023 and held it in 11 quarters. The position peaked at $60.9K in Q3 2024. 682 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

Elevation Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
Elevation Wealth Partners sold 250 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $35.6K.
Elevation Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and held it in 11 quarters.
Elevation Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $60.9K in Q3 2024.
682 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.