Envestnet Portfolio Solutions’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Envestnet Portfolio 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 Q2	$620K	Buy	4,017 +433	+12%	+$67.9K	﹤0.01%	899
2026 Q1	$523K	Sell	3,584 -2,598	-42%	-$393K	﹤0.01%	881
2025 Q4	$886K	Buy	6,182 +1,199	+24%	+$171K	﹤0.01%	797
2025 Q3	$710K	Sell	4,983 -512	-9%	-$70.9K	﹤0.01%	883
2025 Q2	$738K	Sell	5,495 -2,661	-33%	-$328K	﹤0.01%	923
2025 Q1	$943K	Sell	8,156 -2,001	-20%	-$233K	﹤0.01%	814
2024 Q4	$1.16M	Sell	10,157 -3,561	-26%	-$428K	﹤0.01%	860
2024 Q3	$1.73M	Sell	13,718 -9,049	-40%	-$1.09M	0.01%	711
2024 Q2	$2.67M	Sell	22,767 -1,863	-8%	-$219K	0.01%	554
2024 Q1	$2.88M	Buy	24,630 +2,488	+11%	+$282K	0.01%	532
2023 Q4	$2.55M	Buy	22,142 +4,131	+23%	+$444K	0.01%	524
2023 Q3	$1.91M	Buy	+18,011	New	+$2M	0.01%	554

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

Envestnet Portfolio Solutions's VSS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 12% in Q2 2026, buying an estimated $67.9K and bringing the position to 4,017 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Envestnet Portfolio Solutions first reported a position in VSS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.88M in Q1 2024. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Envestnet Portfolio Solutions held 4,017 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $620K as of Q2 2026.
Envestnet Portfolio Solutions bought 433 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $67.9K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #899 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.88M in Q1 2024.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.