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

Evoke Wealth’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 Q1	$529K	Buy	3,628 +574	+19%	+$86.8K	0.01%	393
2025 Q4	$438K	Buy	3,054 +604	+25%	+$86K	0.01%	422
2025 Q3	$349K	Buy	2,450 +918	+60%	+$127K	0.01%	469
2025 Q2	$206K	Buy	+1,532	New	+$189K	﹤0.01%	559
2022 Q4	–	Sell	-696	Closed	-$65K	–	1126
2022 Q3	$65K	Hold	696	–	–	﹤0.01%	480
2022 Q2	$72K	Hold	696	–	–	﹤0.01%	457
2022 Q1	$86K	Buy	696 +601	+633%	+$75.4K	﹤0.01%	452
2021 Q4	$13K	Buy	95 +2	+2%	+$271	﹤0.01%	752
2021 Q3	$12K	Buy	+93	New	+$12.8K	﹤0.01%	722
2021 Q2	–	Sell	-300	Closed	-$39K	–	1237
2021 Q1	$39K	Buy	+300	New	+$38K	﹤0.01%	482

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's VSS Position: Q1 2026 in Review

Evoke Wealth increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 19% in Q1 2026, buying an estimated $86.8K and bringing the position to 3,628 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #393.

Evoke Wealth first reported a position in VSS in Q1 2021 and has held it in 10 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Evoke Wealth held 3,628 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $529K as of Q1 2026.
Evoke Wealth bought 574 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $86.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #393 holding.
Evoke Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 10 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.