Institute for Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Institute for Wealth Management’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	$1.3M	Hold	8,457	–	–	0.12%	168
2026 Q1	$1.23M	Sell	8,457 -10	-0.1%	-$1.51K	0.13%	171
2025 Q4	$1.21M	Buy	8,467 +10	+0.1%	+$1.42K	0.13%	165
2025 Q3	$1.21M	Hold	8,457	–	–	0.13%	167
2025 Q2	$1.14M	Sell	8,457 -6	-0.1%	-$740	0.13%	170
2025 Q1	$978K	Buy	8,463 +5,366	+173%	+$624K	0.13%	187
2024 Q4	$355K	Buy	3,097 +6	+0.2%	+$721	0.04%	364
2024 Q3	$389K	Buy	+3,091	New	+$373K	0.05%	352
2020 Q1	–	Sell	-688	Closed	-$76K	–	673
2019 Q4	$76K	Buy	+688	New	+$73.4K	0.02%	490
2018 Q3	–	Sell	-13,736	Closed	-$1.59M	–	218
2018 Q2	$1.59M	Buy	13,736 +5,394	+65%	+$646K	0.51%	63
2018 Q1	$993K	Sell	8,342 -5,080	-38%	-$614K	0.29%	127
2017 Q4	$1.61M	Buy	13,422 +8,052	+150%	+$938K	0.37%	82
2017 Q3	$617K	Sell	5,370 -1,399	-21%	-$157K	0.2%	162
2017 Q2	$732K	Buy	+6,769	New	+$720K	0.2%	165

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

Institute for Wealth Management's VSS Position: Q2 2026 in Review

Institute for Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 8,457 shares worth $1.3M. The position accounts for 0.12% of the portfolio, ranked #168.

Institute for Wealth Management first reported a position in VSS in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.61M in Q4 2017. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Institute for Wealth Management held 8,457 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.3M as of Q2 2026.
Institute for Wealth Management 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 0.12% of Institute for Wealth Management's portfolio in Q2 2026, its #168 holding.
Institute for Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2017 and has held it in 14 quarters since.
Institute for Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.61M in Q4 2017.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.