EFG
VSS icon

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

Everhart Financial Group’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 		$1.06M Sell
6,861
-1,873
-21% -$294K 0.07% 157
2026
Q1 		$1.27M Sell
8,734
-344
-4% -$52K 0.11% 127
2025
Q4 		$1.3M Buy
9,078
+941
+12% +$134K 0.12% 113
2025
Q3 		$1.16M Sell
8,137
-1,920
-19% -$266K 0.12% 121
2025
Q2 		$1.35M Sell
10,057
-2,738
-21% -$338K 0.16% 93
2025
Q1 		$1.48M Buy
12,795
+4,507
+54% +$524K 0.2% 70
2024
Q4 		$949K Buy
8,288
+1,631
+25% +$196K 0.2% 106
2024
Q3 		$839K Buy
6,657
+803
+14% +$96.8K 0.19% 122
2024
Q2 		$688K Sell
5,854
-470
-7% -$55.2K 0.18% 121
2024
Q1 		$739K Buy
6,324
+543
+9% +$61.5K 0.22% 99
2023
Q4 		$665K Buy
5,781
+151
+3% +$16.2K 0.24% 88
2023
Q3 		$595K Buy
5,630
+308
+6% +$34.2K 0.25% 82
2023
Q2 		$576K Buy
5,322
+764
+17% +$84.2K 0.24% 83
2023
Q1 		$495K Buy
4,558
+1,872
+70% +$203K 0.22% 89
2022
Q4 		$274K Buy
2,686
+398
+17% +$40K 0.14% 134
2022
Q3 		$212K Buy
+2,288
New +$238K 0.12% 178
2022
Q2 		– Sell
-1,683
Closed -$208K – 197
2022
Q1 		$208K Sell
1,683
-157
-9% -$19.7K 0.12% 126
2021
Q4 		$247K Sell
1,840
-644
-26% -$87.1K 0.15% 99
2021
Q3 		$332K Buy
2,484
+226
+10% +$31.1K 0.23% 77
2021
Q2 		$308K Buy
2,258
+296
+15% +$40.1K 0.21% 74
2021
Q1 		$252K Buy
1,962
+6
+0.3% +$760 0.22% 66
2020
Q4 		$238K Buy
+1,956
New +$221K 0.22% 64

Other funds holding VSS

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Everhart Financial Group's VSS Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 21% in Q2 2026, selling an estimated $294K and leaving 6,861 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #157.

Everhart Financial Group first reported a position in VSS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.48M in Q1 2025. 152 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Everhart Financial Group held 6,861 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.06M as of Q2 2026.
  • Everhart Financial Group sold 1,873 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $294K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #157 holding.
  • Everhart Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Everhart Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.48M in Q1 2025.
  • 152 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.