Golden State Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Golden State Wealth Management’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	$116K	Buy	752 +284	+61%	+$44.6K	0.01%	534
2026 Q1	$68.3K	Buy	468 +13	+3%	+$1.97K	0.01%	599
2025 Q4	$65.3K	Buy	455 +7	+2%	+$997	0.01%	625
2025 Q3	$63.9K	Hold	448	–	–	0.01%	612
2025 Q2	$60.2K	Sell	448 -5	-1%	-$617	0.01%	608
2025 Q1	$52.4K	Hold	453	–	–	0.01%	584
2024 Q4	$51.9K	Buy	+453	New	+$54.4K	0.01%	571
2020 Q2	–	Sell	-718	Closed	-$56K	–	899
2020 Q1	$56K	Buy	+718	New	+$71.4K	0.02%	345
2019 Q4	–	Sell	-684	Closed	-$70K	–	937
2019 Q3	$70K	Sell	684 -218	-24%	-$22.4K	0.02%	369
2019 Q2	$94K	Buy	902 +5	+0.6%	+$522	0.03%	342
2019 Q1	$93K	Buy	+897	New	+$91.3K	0.03%	333

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

Golden State Wealth Management's VSS Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 61% in Q2 2026, buying an estimated $44.6K and bringing the position to 752 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #534.

Golden State Wealth Management first reported a position in VSS in Q1 2019 and has held it in 11 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Golden State Wealth Management held 752 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $116K as of Q2 2026.
Golden State Wealth Management bought 284 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $44.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #534 holding.
Golden State Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2019 and has held it in 11 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.