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

Evermay 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	–	Sell	-75	Closed	-$10.9K	–	693
2026 Q1	$10.9K	Sell	75 -75	-50%	-$11.3K	﹤0.01%	455
2025 Q4	$21.5K	Hold	150	–	–	﹤0.01%	378
2025 Q3	$21.4K	Hold	150	–	–	﹤0.01%	385
2025 Q2	$20.2K	Hold	150	–	–	﹤0.01%	389
2025 Q1	$17.3K	Hold	150	–	–	﹤0.01%	401
2024 Q4	$17.2K	Hold	150	–	–	﹤0.01%	390
2024 Q3	$18.9K	Sell	150 -5	-3%	-$603	﹤0.01%	400
2024 Q2	$18.2K	Buy	155 +5	+3%	+$587	﹤0.01%	410
2024 Q1	$17.5K	Hold	150	–	–	﹤0.01%	422
2023 Q4	$17.3K	Hold	150	–	–	﹤0.01%	399
2023 Q3	$15.9K	Hold	150	–	–	﹤0.01%	390
2023 Q2	$16.6K	Sell	150 -68	-31%	-$7.49K	﹤0.01%	386
2023 Q1	$23.8K	Buy	+218	New	+$23.7K	﹤0.01%	357
2022 Q3	–	Sell	-85	Closed	-$9K	–	566
2022 Q2	$9K	Buy	+85	New	+$9.64K	﹤0.01%	412

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

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

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

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

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

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

Evermay Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026, closing a stake of 75 shares — an estimated $10.9K sold.

Evermay Wealth Management first reported a position in VSS in Q2 2022 and held it in 14 quarters. The position peaked at $23.8K in Q1 2023. 266 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Evermay Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 75 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $10.9K.
Evermay Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and held it in 14 quarters.
Evermay Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $23.8K in Q1 2023.
266 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.