HFS
VSS icon

Horizon Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Horizon Financial Services’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 		$3.97M Buy
25,712
+971
+4% +$152K 1.52% 17
2026
Q1 		$3.61M Buy
24,741
+258
+1% +$39K 1.59% 17
2025
Q4 		$3.51M Sell
24,483
-275
-1% -$39.2K 1.6% 16
2025
Q3 		$3.53M Buy
24,758
+268
+1% +$37.1K 1.68% 16
2025
Q2 		$3.29M Sell
24,490
-900
-4% -$111K 1.75% 15
2025
Q1 		$2.94M Sell
25,390
-4,316
-15% -$502K 1.64% 18
2024
Q4 		$3.4M Sell
29,706
-576
-2% -$69.2K 1.91% 15
2024
Q3 		$3.81M Buy
30,282
+1,673
+6% +$202K 2.27% 14
2024
Q2 		$3.36M Buy
28,609
+899
+3% +$106K 2.12% 14
2024
Q1 		$3.24M Buy
+27,710
New +$3.14M 2.08% 14

Other funds holding VSS

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Horizon Financial Services's VSS Position: Q2 2026 in Review

Horizon Financial Services increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.9% in Q2 2026, buying an estimated $152K and bringing the position to 25,712 shares worth $3.97M. The position accounts for 1.52% of the portfolio, ranked #17.

Horizon Financial Services first reported a position in VSS in Q1 2024 and has held it in 10 quarters since. 337 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Horizon Financial Services held 25,712 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.97M as of Q2 2026.
  • Horizon Financial Services bought 971 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $152K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.52% of Horizon Financial Services's portfolio in Q2 2026, its #17 holding.
  • Horizon Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2024 and has held it in 10 quarters since.
  • 337 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.