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

Evanson Financial’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	$3.81M	Buy	+24,698	New	+$3.87M	0.19%	58

Other funds holding VSS

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM