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

Intergy Private Wealth’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 		$2.4M Buy
15,477
+1,056
+7% +$165K 0.54% 31
2026
Q2 		$2.23M Buy
14,421
+242
+2% +$38K 0.51% 31
2026
Q1 		$2.07M Sell
14,179
-79
-0.6% -$11.9K 0.61% 28
2025
Q4 		$2.04M Buy
14,258
+526
+4% +$74.9K 0.62% 27
2025
Q3 		$1.96M Buy
13,732
+445
+3% +$61.6K 0.61% 26
2025
Q2 		$1.79M Buy
13,287
+234
+2% +$28.9K 0.61% 26
2025
Q1 		$1.51M Sell
13,053
-191
-1% -$22.2K 0.57% 27
2024
Q4 		$1.52M Buy
13,244
+801
+6% +$96.2K 0.57% 27
2024
Q3 		$1.57M Buy
12,443
+610
+5% +$73.5K 0.6% 26
2024
Q2 		$1.39M Buy
11,833
+310
+3% +$36.4K 0.57% 28
2024
Q1 		$1.35M Buy
11,523
+480
+4% +$54.3K 0.55% 29
2023
Q4 		$1.27M Buy
11,043
+587
+6% +$63.1K 0.55% 31
2023
Q3 		$1.11M Buy
10,456
+133
+1% +$14.8K 0.56% 31
2023
Q2 		$1.14M Buy
10,323
+394
+4% +$43.4K 0.56% 34
2023
Q1 		$1.08M Buy
9,929
+584
+6% +$63.4K 0.61% 31
2022
Q4 		$961K Buy
9,345
+1,489
+19% +$150K 0.6% 31
2022
Q3 		$729K Buy
7,856
+1,576
+25% +$164K 0.52% 36
2022
Q2 		$648K Buy
6,280
+677
+12% +$76.8K 0.51% 32
2022
Q1 		$694K Buy
5,603
+2,374
+74% +$298K 0.48% 32
2021
Q4 		$433K Buy
+3,229
New +$437K 0.34% 38

Other funds holding VSS

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

Intergy Private Wealth's VSS Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7.3% in Q3 2026, buying an estimated $165K and bringing the position to 15,477 shares worth $2.4M. The position accounts for 0.54% of the portfolio, ranked #31.

Intergy Private Wealth first reported a position in VSS in Q4 2021 and has held it in 20 quarters since. 159 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Intergy Private Wealth held 15,477 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.4M as of Q3 2026.
  • Intergy Private Wealth bought 1,056 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $165K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.54% of Intergy Private Wealth's portfolio in Q3 2026, its #31 holding.
  • Intergy Private Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 20 quarters since.
  • 159 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.