Financial Gravity Asset Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Financial Gravity Asset 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 Q1	$2.19K	Hold	15	–	–	﹤0.01%	710
2025 Q4	$2.15K	Sell	15 -93	-86%	-$13.2K	﹤0.01%	596
2025 Q3	$15.4K	Buy	+108	New	+$15K	﹤0.01%	481
2025 Q1	$55.3K	Buy	+478	New	+$55.6K	0.01%	292
2024 Q2	$159K	Buy	1,355 +1,173	+645%	+$138K	0.04%	144
2024 Q1	$20.9K	Hold	182	–	–	0.01%	375
2023 Q4	$20.9K	Buy	+182	New	+$19.6K	0.01%	386

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's VSS Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 15 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Financial Gravity Asset Management first reported a position in VSS in Q4 2023 and has held it in 7 quarters since. The position peaked at $159K in Q2 2024. 702 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Financial Gravity Asset Management held 15 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.19K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #710 holding.
Financial Gravity Asset Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $159K in Q2 2024.
702 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.