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 Q3	$55.3K	Buy	356 +1	+0.3%	+$156	0.04%	212
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

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Harbor Asset Planning's VSS Position: Q3 2026 in Review

Harbor Asset Planning increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.28% in Q3 2026, buying an estimated $156 and bringing the position to 356 shares worth $55.3K. The position accounts for 0.04% of the portfolio, ranked #212.

Harbor Asset Planning first reported a position in VSS in Q2 2025 and has held it in 6 quarters since. 565 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Harbor Asset Planning held 356 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $55.3K as of Q3 2026.
Harbor Asset Planning bought 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q3 2026, an estimated $156.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Harbor Asset Planning's portfolio in Q3 2026, its #212 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 6 quarters since.
565 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.