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

Essential 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
2026 Q3	$1.08M	Buy	6,961 +420	+6%	+$65.6K	0.49%	27
2026 Q2	$1.01M	Buy	6,541 +1,222	+23%	+$192K	0.47%	32
2026 Q1	$775K	Buy	5,319 +1,709	+47%	+$258K	0.26%	96
2025 Q4	$517K	Buy	3,610 +508	+16%	+$72.4K	0.16%	181
2025 Q3	$442K	Buy	3,102 +265	+9%	+$36.7K	0.15%	190
2025 Q2	$381K	Buy	+2,837	New	+$350K	0.15%	195

Other funds holding VSS

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

Essential Partners's VSS Position: Q3 2026 in Review

Essential Partners increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6.4% in Q3 2026, buying an estimated $65.6K and bringing the position to 6,961 shares worth $1.08M. The position accounts for 0.49% of the portfolio, ranked #27.

Essential Partners first reported a position in VSS in Q2 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Essential Partners held 6,961 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.08M as of Q3 2026.
Essential Partners bought 420 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $65.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.49% of Essential Partners's portfolio in Q3 2026, its #27 holding.
Essential Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.