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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
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

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Intergy Private Wealth's VSS Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.7% in Q2 2026, buying an estimated $38K and bringing the position to 14,421 shares worth $2.23M. The position accounts for 0.51% of the portfolio, ranked #31.

Intergy Private Wealth first reported a position in VSS in Q4 2021 and has held it in 19 quarters since. 168 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Intergy Private Wealth held 14,421 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.23M as of Q2 2026.
  • Intergy Private Wealth bought 242 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $38K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.51% of Intergy Private Wealth's portfolio in Q2 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 19 quarters since.
  • 168 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.