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

Evolution 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	$15.1K	Hold	98	–	–	0.01%	513
2026 Q1	$14.3K	Buy	98 +82	+513%	+$12.4K	0.01%	467
2025 Q4	$2.29K	Hold	16	–	–	﹤0.01%	627
2025 Q3	$2.28K	Hold	16	–	–	﹤0.01%	497
2025 Q2	$2.15K	Buy	+16	New	+$1.97K	﹤0.01%	518

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

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

Evolution Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 98 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #513.

Evolution Wealth Management first reported a position in VSS in Q2 2025 and has held it in 5 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Evolution Wealth Management held 98 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $15.1K as of Q2 2026.
Evolution Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #513 holding.
Evolution Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 5 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.