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 Q2	–	Sell	-3,628	Closed	-$529K	–	651
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 $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

Evoke Wealth's VSS Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026, closing a stake of 3,628 shares — an estimated $529K sold.

Evoke Wealth first reported a position in VSS in Q1 2021 and held it in 10 quarters. The position peaked at $529K in Q1 2026. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Evoke Wealth reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 3,628 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $529K.
Evoke Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and held it in 10 quarters.
Evoke Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $529K in Q1 2026.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.