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

Financial Gravity Companies’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
2025 Q2	$31.2K	Buy	+232	New	+$28.6K	0.01%	374
2024 Q4	$56.3K	Hold	492	–	–	0.01%	269
2024 Q3	$62K	Buy	+492	New	+$59.3K	0.02%	166

Other funds holding VSS

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

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

MIAS

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Gravity Companies's VSS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025: 232 shares worth $31.2K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VSS as recently as Q4 2024.

Financial Gravity Companies first reported a position in VSS in Q3 2024 and has held it in 3 quarters since. The position peaked at $62K in Q3 2024. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

Financial Gravity Companies held 232 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $31.2K as of Q2 2025.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Financial Gravity Companies position in Q2 2025.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #374 holding.
Financial Gravity Companies first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 3 quarters since.
Financial Gravity Companies's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $62K in Q3 2024.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.