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

Financial Perspectives’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	$44.3K	Sell	287 -9	-3%	-$1.41K	0.01%	350
2026 Q1	$43.2K	Hold	296	–	–	0.01%	332
2025 Q4	$42.5K	Hold	296	–	–	0.01%	331
2025 Q3	$42.2K	Hold	296	–	–	0.01%	332
2025 Q2	$39.7K	Buy	296 +121	+69%	+$14.9K	0.01%	332
2025 Q1	$20.2K	Hold	175	–	–	0.01%	412
2024 Q4	$20K	Hold	175	–	–	0.01%	407
2024 Q3	$22K	Hold	175	–	–	0.01%	377
2024 Q2	$20.6K	Hold	175	–	–	0.01%	376
2024 Q1	$20.4K	Hold	175	–	–	0.01%	375
2023 Q4	$20.1K	Hold	175	–	–	0.01%	376
2023 Q3	$18.6K	Hold	175	–	–	0.01%	367
2023 Q2	$19.3K	Hold	175	–	–	0.01%	368
2023 Q1	$19.1K	Hold	175	–	–	0.01%	361
2022 Q4	$18K	Hold	175	–	–	0.01%	371
2022 Q3	$16.2K	Hold	175	–	–	0.01%	375
2022 Q2	$18.1K	Hold	175	–	–	0.01%	365
2022 Q1	$21.7K	Hold	175	–	–	0.01%	359
2021 Q4	$23.4K	Hold	175	–	–	0.01%	339
2021 Q3	$23.4K	Hold	175	–	–	0.01%	338
2021 Q2	$23.9K	Sell	175 -22,290	-99%	-$3.02M	0.01%	359
2021 Q1	$175K	Buy	22,465 +22,290	+12,737%	+$2.82M	0.01%	416
2020 Q4	$21.3K	Hold	175	–	–	0.01%	325
2020 Q3	$18.4K	Hold	175	–	–	0.01%	302
2020 Q2	$16.9K	Hold	175	–	–	0.01%	302
2020 Q1	$13.7K	Hold	175	–	–	0.01%	287
2019 Q4	$19.4K	Buy	+175	New	+$18.7K	0.01%	263

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 Perspectives's VSS Position: Q2 2026 in Review

Financial Perspectives reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3% in Q2 2026, selling an estimated $1.41K and leaving 287 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #350.

Financial Perspectives first reported a position in VSS in Q4 2019 and has held it in 27 quarters since. The position peaked at $175K in Q1 2021. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Financial Perspectives held 287 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $44.3K as of Q2 2026.
Financial Perspectives sold 9 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $1.41K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #350 holding.
Financial Perspectives first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $175K in Q1 2021.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.