Foundations Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Foundations Investment Advisors’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	$277K	Buy	+1,797	New	+$282K	﹤0.01%	1000
2026 Q1	–	Sell	-1,401	Closed	-$201K	–	1259
2025 Q4	$201K	Sell	1,401 -117	-8%	-$16.7K	﹤0.01%	1064
2025 Q3	$216K	Sell	1,518 -4,329	-74%	-$600K	﹤0.01%	973
2025 Q2	$786K	Buy	+5,847	New	+$721K	0.01%	487
2020 Q3	–	Sell	-233,656	Closed	-$22.9M	–	190
2020 Q2	$22.9M	Buy	+233,656	New	+$20.9M	2.03%	14

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

Foundations Investment Advisors's VSS Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 1,797 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in VSS as recently as Q4 2025.

Foundations Investment Advisors first reported a position in VSS in Q2 2020 and has held it in 5 quarters since. The position peaked at $22.9M in Q2 2020. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Foundations Investment Advisors held 1,797 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $277K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Foundations Investment Advisors position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1000 holding.
Foundations Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2020 and has held it in 5 quarters since.
Foundations Investment Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $22.9M in Q2 2020.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.