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

EP Wealth Advisors’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 		$1.72M Buy
11,169
+310
+3% +$48.6K 0.01% 614
2026
Q1 		$1.58M Buy
10,859
+196
+2% +$29.6K 0.01% 532
2025
Q4 		$1.53M Buy
+10,663
New +$1.52M 0.01% 507
2025
Q2 		$1.47M Buy
10,922
+105
+1% +$13K 0.01% 481
2025
Q1 		$1.25M Sell
10,817
-934
-8% -$109K 0.01% 452
2024
Q4 		$1.35M Sell
11,751
-6,478
-36% -$778K 0.01% 427
2024
Q3 		$2.3M Buy
18,229
+15,245
+511% +$1.84M 0.02% 333
2024
Q2 		$351K Buy
2,984
+162
+6% +$19K ﹤0.01% 610
2024
Q1 		$330K Sell
2,822
-123
-4% -$13.9K ﹤0.01% 602
2023
Q4 		$339K Buy
2,945
+883
+43% +$94.9K ﹤0.01% 583
2023
Q3 		$219K Sell
2,062
-6,033
-75% -$670K ﹤0.01% 643
2023
Q2 		$232K Buy
8,095
+6,358
+366% +$701K ﹤0.01% 621
2023
Q1 		$333K Buy
+1,737
New +$189K 0.01% 466

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EP Wealth Advisors's VSS Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.9% in Q2 2026, buying an estimated $48.6K and bringing the position to 11,169 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #614.

EP Wealth Advisors first reported a position in VSS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.3M in Q3 2024. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • EP Wealth Advisors held 11,169 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.72M as of Q2 2026.
  • EP Wealth Advisors bought 310 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $48.6K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #614 holding.
  • EP Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and has held it in 13 quarters since.
  • EP Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.3M in Q3 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.