Evergreen Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Evergreen Wealth Management’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	$691K	Sell	4,477 -63	-1%	-$9.88K	0.32%	49
2026 Q1	$662K	Buy	4,540 +100	+2%	+$15.1K	0.34%	49
2025 Q4	$636K	Sell	4,440 -244	-5%	-$34.8K	0.32%	48
2025 Q3	$668K	Sell	4,684 -50	-1%	-$6.92K	0.35%	47
2025 Q2	$636K	Sell	4,734 -81	-2%	-$9.99K	0.36%	48
2025 Q1	$557K	Sell	4,815 -4,987	-51%	-$580K	0.33%	48
2024 Q4	$1.12M	Sell	9,802 -560	-5%	-$67.3K	0.66%	44
2024 Q3	$1.31M	Buy	10,362 +539	+5%	+$65K	0.79%	41
2024 Q2	$1.15M	Hold	9,823	–	–	0.76%	43
2024 Q1	$1.15M	Hold	9,823	–	–	0.78%	43
2023 Q4	$1.13M	Buy	9,823 +423	+5%	+$45.5K	0.83%	43
2023 Q3	$998K	Buy	9,400 +225	+2%	+$25K	0.79%	45
2023 Q2	$1.01M	Buy	9,175 +1,900	+26%	+$209K	0.79%	40
2023 Q1	$795K	Buy	7,275 +463	+7%	+$50.3K	0.71%	43
2022 Q4	$700K	Buy	+6,812	New	+$685K	0.64%	45

Other funds holding VSS

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Evergreen Wealth Management's VSS Position: Q2 2026 in Review

Evergreen Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.4% in Q2 2026, selling an estimated $9.88K and leaving 4,477 shares worth $691K. The position accounts for 0.32% of the portfolio, ranked #49.

Evergreen Wealth Management first reported a position in VSS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q3 2024. 337 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Evergreen Wealth Management held 4,477 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $691K as of Q2 2026.
Evergreen Wealth Management sold 63 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $9.88K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.32% of Evergreen Wealth Management's portfolio in Q2 2026, its #49 holding.
Evergreen Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and has held it in 15 quarters since.
Evergreen Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.31M in Q3 2024.
337 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.