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
2026 Q2	$2.31K	Buy	+15	New	+$2.35K	﹤0.01%	756
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 $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

Financial Gravity Companies's VSS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 15 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VSS as recently as Q2 2025.

Financial Gravity Companies first reported a position in VSS in Q3 2024 and has held it in 4 quarters since. The position peaked at $62K in Q3 2024. 728 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Financial Gravity Companies held 15 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.31K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Financial Gravity Companies position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #756 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 4 quarters since.
Financial Gravity Companies's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $62K in Q3 2024.
728 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.