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

Elm Partners Management’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	$305K	Buy	1,979 +83	+4%	+$13K	0.01%	133
2026 Q1	$268K	Buy	+1,896	New	+$287K	0.01%	136
2023 Q4	–	Sell	-3,638	Closed	-$386K	–	53
2023 Q3	$386K	Sell	3,638 -20	-0.5%	-$2.22K	0.04%	42
2023 Q2	$404K	Hold	3,658	–	–	0.04%	40
2023 Q1	$400K	Buy	+3,658	New	+$397K	0.04%	38
2022 Q2	–	Sell	-1,829	Closed	-$227K	–	50
2022 Q1	$227K	Hold	1,829	–	–	0.03%	33
2021 Q4	$245K	Sell	1,829 -44	-2%	-$5.95K	0.03%	33
2021 Q3	$250K	Sell	1,873 -666	-26%	-$91.7K	0.03%	35
2021 Q2	$346K	Sell	2,539 -254	-9%	-$34.4K	0.05%	34
2021 Q1	$359K	Sell	2,793 -38,645	-93%	-$4.9M	0.05%	34
2020 Q4	$5.05M	Sell	41,438 -4,152	-9%	-$470K	0.75%	24
2020 Q3	$4.8M	Sell	45,590 -362	-0.8%	-$37.7K	0.81%	24
2020 Q2	$4.44M	Sell	45,952 -6,591	-13%	-$589K	0.79%	26
2020 Q1	$4.11M	Sell	52,543 -42,271	-45%	-$4.2M	0.9%	24
2019 Q4	$9.67M	Sell	94,814 -1,460	-2%	-$156K	2.12%	12
2019 Q3	$9.81M	Sell	96,274 -19,952	-17%	-$2.05M	2.22%	11
2019 Q2	$12.2M	Buy	116,226 +4,877	+4%	+$509K	2.74%	12
2019 Q1	$11.6M	Buy	111,349 +15,241	+16%	+$1.55M	3.1%	11
2018 Q4	$9.06M	Buy	+96,108	New	+$9.75M	3.13%	9

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

Elm Partners Management's VSS Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.4% in Q2 2026, buying an estimated $13K and bringing the position to 1,979 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #133.

Elm Partners Management first reported a position in VSS in Q4 2018 and has held it in 19 quarters since. The position peaked at $12.2M in Q2 2019. 724 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Elm Partners Management held 1,979 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $305K as of Q2 2026.
Elm Partners Management bought 83 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $13K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #133 holding.
Elm Partners Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 19 quarters since.
Elm Partners Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $12.2M in Q2 2019.
724 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.