Harbor Asset Planning’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Harbor Asset Planning’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	$54.8K	Buy	355 +2	+0.6%	+$314	0.04%	210
2026 Q1	$51.5K	Hold	353	–	–	0.04%	205
2025 Q4	$50.6K	Buy	353 +8	+2%	+$1.14K	0.04%	190
2025 Q3	$49.2K	Buy	345 +1	+0.3%	+$138	0.04%	186
2025 Q2	$46.1K	Buy	+344	New	+$42.4K	0.04%	186

Other funds holding VSS

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Harbor Asset Planning's VSS Position: Q2 2026 in Review

Harbor Asset Planning increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.57% in Q2 2026, buying an estimated $314 and bringing the position to 355 shares worth $54.8K. The position accounts for 0.04% of the portfolio, ranked #210.

Harbor Asset Planning first reported a position in VSS in Q2 2025 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Harbor Asset Planning held 355 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $54.8K as of Q2 2026.
Harbor Asset Planning bought 2 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $314.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Harbor Asset Planning's portfolio in Q2 2026, its #210 holding.
Harbor Asset Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 5 quarters since.
205 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.