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

Holistic 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	$652K	Buy	4,227 +2,748	+186%	+$431K	0.1%	175
2026 Q1	$216K	Sell	1,479 -4	-0.3%	-$605	0.04%	284
2025 Q4	$213K	Buy	+1,483	New	+$211K	0.05%	263
2024 Q3	–	Sell	-1,816	Closed	-$212K	–	166
2024 Q2	$212K	Hold	1,816	–	–	0.16%	109
2024 Q1	$212K	Sell	1,816 -195	-10%	-$22.1K	0.16%	110
2023 Q4	$231K	Buy	+2,011	New	+$216K	0.19%	105

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

Holistic Planning's VSS Position: Q2 2026 in Review

Holistic Planning increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 186% in Q2 2026, buying an estimated $431K and bringing the position to 4,227 shares worth $652K. The position accounts for 0.1% of the portfolio, ranked #175.

Holistic Planning first reported a position in VSS in Q4 2023 and has held it in 6 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Holistic Planning held 4,227 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $652K as of Q2 2026.
Holistic Planning bought 2,748 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $431K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.1% of Holistic Planning's portfolio in Q2 2026, its #175 holding.
Holistic Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 6 quarters since.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.