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Great Oak Capital Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Great Oak Capital Partners’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
2025
Q4 		– Sell
-3,204
Closed -$457K – 50
2025
Q3 		$457K Buy
+3,204
New +$444K 0.12% 32

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Great Oak Capital Partners's VSS Position: Q4 2025 in Review

Great Oak Capital Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 3,204 shares — an estimated $457K sold.

Great Oak Capital Partners first reported a position in VSS in Q3 2025 and held it in 1 quarter. The position peaked at $457K in Q3 2025. 682 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

  • Great Oak Capital Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
  • Great Oak Capital Partners sold 3,204 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $457K.
  • Great Oak Capital Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and held it in 1 quarter.
  • Great Oak Capital Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $457K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Great Oak Capital Partners's 13F filing for Q4 2025, filed 6 Jan 2026.