Foundation Wealth Management (Pennsylvania)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$2.01M	Sell	13,027 -1,124	-8%	-$176K	0.61%	33
2026 Q1	$2.06M	Sell	14,151 -1,137	-7%	-$172K	0.73%	33
2025 Q4	$2.19M	Sell	15,288 -5,034	-25%	-$717K	0.8%	32
2025 Q3	$2.9M	Sell	20,322 -3,213	-14%	-$445K	1.12%	26
2025 Q2	$3.16M	Sell	23,535 -737	-3%	-$90.9K	1.37%	24
2025 Q1	$2.81M	Buy	24,272 +772	+3%	+$89.7K	1.34%	24
2024 Q4	$2.69M	Buy	+23,500	New	+$2.82M	1.3%	25

Other funds holding VSS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s VSS Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7.9% in Q2 2026, selling an estimated $176K and leaving 13,027 shares worth $2.01M. The position accounts for 0.61% of the portfolio, ranked #33.

Foundation Wealth Management (Pennsylvania) first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q2 2025. 385 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 13,027 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.01M as of Q2 2026.
Foundation Wealth Management (Pennsylvania) sold 1,124 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $176K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.61% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #33 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
Foundation Wealth Management (Pennsylvania)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.16M in Q2 2025.
385 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.