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

EverSource Wealth Advisors’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	$812K	Sell	5,264 -5,080	-49%	-$797K	0.03%	404
2026 Q1	$1.51M	Buy	10,344 +4,866	+89%	+$736K	0.05%	279
2025 Q4	$785K	Sell	5,478 -1,009	-16%	-$144K	0.03%	396
2025 Q3	$925K	Buy	6,487 +196	+3%	+$27.1K	0.04%	329
2025 Q2	$845K	Sell	6,291 -4,215	-40%	-$520K	0.04%	318
2025 Q1	$1.21M	Buy	10,506 +46	+0.4%	+$5.35K	0.07%	216
2024 Q4	$1.2M	Sell	10,460 -824	-7%	-$99K	0.07%	216
2024 Q3	$1.42M	Sell	11,284 -657	-6%	-$79.2K	0.09%	173
2024 Q2	$1.45M	Buy	11,941 +2,658	+29%	+$312K	0.1%	163
2024 Q1	$1.06M	Buy	9,283 +2,269	+32%	+$257K	0.08%	177
2023 Q4	$807K	Sell	7,014 -56	-0.8%	-$6.02K	0.07%	185
2023 Q3	$751K	Sell	7,070 -74	-1%	-$8.21K	0.08%	181
2023 Q2	$789K	Sell	7,144 -564	-7%	-$62.2K	0.09%	180
2023 Q1	$842K	Sell	7,708 -93	-1%	-$10.1K	0.1%	156
2022 Q4	$802K	Buy	7,801 +24	+0.3%	+$2.41K	0.12%	138
2022 Q3	$722K	Sell	7,777 -634	-8%	-$65.9K	0.17%	118
2022 Q2	$868K	Buy	8,411 +367	+5%	+$41.6K	0.22%	81
2022 Q1	$997K	Buy	8,044 +261	+3%	+$32.7K	0.25%	69
2021 Q4	$1.04M	Buy	+7,783	New	+$1.05M	0.29%	59

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EverSource Wealth Advisors's VSS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 49% in Q2 2026, selling an estimated $797K and leaving 5,264 shares worth $812K. The position accounts for 0.03% of the portfolio, ranked #404.

EverSource Wealth Advisors first reported a position in VSS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q1 2026. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

EverSource Wealth Advisors held 5,264 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $812K as of Q2 2026.
EverSource Wealth Advisors sold 5,080 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $797K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #404 holding.
EverSource Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.51M in Q1 2026.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.