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

Essential Planning’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	$521K	Buy	+3,358	New	+$525K	0.14%	52

Other funds holding VSS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 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

Essential Planning's VSS Position: Q3 2026 in Review

Essential Planning opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2026: 3,358 shares worth $521K. The stake represents 0.14% of the portfolio and ranks #52 among its holdings.

238 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Essential Planning held 3,358 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $521K as of Q3 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Essential Planning position in Q3 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.14% of Essential Planning's portfolio in Q3 2026, its #52 holding.
238 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Essential Planning's 13F filing for Q3 2026, filed 21 Oct 2026.