Equita Financial Network’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Equita Financial Network’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 Q2	–	Sell	-10,188	Closed	-$1.18M	–	90
2025 Q1	$1.18M	Hold	10,188	–	–	0.41%	40
2024 Q4	$1.17M	Hold	10,188	–	–	0.42%	38
2024 Q3	$1.28M	Sell	10,188 -646	-6%	-$77.9K	0.47%	38
2024 Q2	$1.27M	Sell	10,834 -316	-3%	-$37.1K	0.53%	36
2024 Q1	$1.3M	Sell	11,150 -585	-5%	-$66.2K	0.59%	37
2023 Q4	$1.35M	Buy	11,735 +1,735	+17%	+$186K	0.72%	31
2023 Q3	$1.06M	Buy	+10,000	New	+$1.11M	0.65%	31

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Equita Financial Network's VSS Position: Q2 2025 in Review

Equita Financial Network sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 10,188 shares — an estimated $1.18M sold.

Equita Financial Network first reported a position in VSS in Q3 2023 and held it in 7 quarters. The position peaked at $1.35M in Q4 2023. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

Equita Financial Network reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
Equita Financial Network sold 10,188 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $1.18M.
Equita Financial Network first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and held it in 7 quarters.
Equita Financial Network's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.35M in Q4 2023.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Equita Financial Network's 13F filing for Q2 2025, filed 1 Aug 2025.