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 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%	+$72.3K	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

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

Essential Partners's VSS Position: Q2 2026 in Review

Essential Partners increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 23% in Q2 2026, buying an estimated $192K and bringing the position to 6,541 shares worth $1.01M. The position accounts for 0.47% of the portfolio, ranked #32.

Essential Partners first reported a position in VSS in Q2 2025 and has held it in 5 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Essential Partners held 6,541 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.01M as of Q2 2026.
Essential Partners bought 1,222 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $192K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.47% of Essential Partners's portfolio in Q2 2026, its #32 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 5 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.