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

Family Wealth Partners’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	$2.84M	Sell	18,431 -146	-0.8%	-$22.9K	0.87%	23
2026 Q1	$2.71M	Sell	18,577 -76	-0.4%	-$11.5K	0.92%	22
2025 Q4	$2.67M	Buy	18,653 +98	+0.5%	+$14K	0.96%	23
2025 Q3	$2.64M	Sell	18,555 -149	-0.8%	-$20.6K	0.99%	22
2025 Q2	$2.51M	Sell	18,704 -1,045	-5%	-$129K	1.01%	23
2025 Q1	$2.28M	Buy	19,749 +27	+0.1%	+$3.14K	1.04%	24
2024 Q4	$2.26M	Buy	19,722 +686	+4%	+$82.4K	1.07%	23
2024 Q3	$2.4M	Sell	19,036 -136	-0.7%	-$16.4K	1.23%	23
2024 Q2	$2.25M	Buy	19,172 +1,017	+6%	+$119K	1.17%	23
2024 Q1	$2.12M	Sell	18,155 -1,768	-9%	-$200K	1.2%	23
2023 Q4	$2.29M	Buy	+19,923	New	+$2.14M	1.77%	23

Other funds holding VSS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Family Wealth Partners's VSS Position: Q2 2026 in Review

Family Wealth Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.79% in Q2 2026, selling an estimated $22.9K and leaving 18,431 shares worth $2.84M. The position accounts for 0.87% of the portfolio, ranked #23.

Family Wealth Partners first reported a position in VSS in Q4 2023 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Family Wealth Partners held 18,431 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.84M as of Q2 2026.
Family Wealth Partners sold 146 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $22.9K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.87% of Family Wealth Partners's portfolio in Q2 2026, its #23 holding.
Family Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 11 quarters since.
337 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.