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IAG Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

IAG Wealth 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
2026
Q2 		$850K Hold
5,510
– – 0.08% 80
2026
Q1 		$803K Sell
5,510
-37
-0.7% -$5.59K 0.09% 74
2025
Q4 		$795K Sell
5,547
-23
-0.4% -$3.28K 0.09% 78
2025
Q3 		$794K Sell
5,570
-277
-5% -$38.4K 0.1% 76
2025
Q2 		$786K Buy
5,847
+177
+3% +$21.8K 0.1% 72
2025
Q1 		$655K Buy
5,670
+102
+2% +$11.9K 0.1% 70
2024
Q4 		$637K Sell
5,568
-55
-1% -$6.61K 0.11% 64
2024
Q3 		$708K Hold
5,623
– – 0.13% 61
2024
Q2 		$661K Sell
5,623
-114
-2% -$13.4K 0.13% 57
2024
Q1 		$670K Sell
5,737
-772
-12% -$87.4K 0.14% 56
2023
Q4 		$749K Sell
6,509
-884
-12% -$95K 0.17% 53
2023
Q3 		$785K Sell
7,393
-35
-0.5% -$3.88K 0.22% 45
2023
Q2 		$821K Sell
7,428
-847
-10% -$93.3K 0.22% 45
2023
Q1 		$904K Sell
8,275
-137
-2% -$14.9K 0.25% 42
2022
Q4 		$865K Sell
8,412
-1,575
-16% -$158K 0.25% 44
2022
Q3 		$927K Sell
9,987
-829
-8% -$86.2K 0.31% 42
2022
Q2 		$1.12M Sell
10,816
-92
-0.8% -$10.4K 0.37% 37
2022
Q1 		$1.35M Sell
10,908
-93
-0.8% -$11.7K 0.43% 34
2021
Q4 		$1.47M Sell
11,001
-219
-2% -$29.6K 0.47% 32
2021
Q3 		$1.5M Sell
11,220
-66
-0.6% -$9.09K 0.53% 29
2021
Q2 		$1.54M Buy
11,286
+58
+0.5% +$7.85K 0.55% 26
2021
Q1 		$1.44M Buy
11,228
+422
+4% +$53.5K 0.55% 27
2020
Q4 		$1.32M Sell
10,806
-824
-7% -$93.2K 0.54% 27
2020
Q3 		$1.23M Buy
11,630
+695
+6% +$72.4K 0.57% 27
2020
Q2 		$1.06M Buy
10,935
+2,381
+28% +$213K 0.51% 29
2020
Q1 		$670K Buy
8,554
+8,186
+2,224% +$814K 0.45% 31
2019
Q4 		$41K Buy
+368
New +$39.3K 0.03% 120

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IAG Wealth Partners's VSS Position: Q2 2026 in Review

IAG Wealth Partners held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 5,510 shares worth $850K. The position accounts for 0.08% of the portfolio, ranked #80.

IAG Wealth Partners first reported a position in VSS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.54M in Q2 2021. 724 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • IAG Wealth Partners held 5,510 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $850K as of Q2 2026.
  • IAG Wealth Partners left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.08% of IAG Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • IAG Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.54M in Q2 2021.
  • 724 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.