Financially in Tune’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Financially in Tune’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	$242K	Sell	1,657 -175	-10%	-$26.5K	0.21%	63
2025 Q4	$263K	Buy	+1,832	New	+$261K	0.25%	57

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

Financially in Tune's VSS Position: Q1 2026 in Review

Financially in Tune reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 9.6% in Q1 2026, selling an estimated $26.5K and leaving 1,657 shares worth $242K. The position accounts for 0.21% of the portfolio, ranked #63.

Financially in Tune first reported a position in VSS in Q4 2025 and has held it in 2 quarters since. The position peaked at $263K in Q4 2025. 700 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Financially in Tune held 1,657 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $242K as of Q1 2026.
Financially in Tune sold 175 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $26.5K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.21% of Financially in Tune's portfolio in Q1 2026, its #63 holding.
Financially in Tune first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 2 quarters since.
Financially in Tune's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $263K in Q4 2025.
700 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.