IP
VSS icon

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

Investment 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
Q1 		$794K Sell
5,444
-67
-1% -$10.1K 0.28% 80
2025
Q4 		$790K Buy
5,511
+14
+0.3% +$1.99K 0.28% 80
2025
Q3 		$784K Sell
5,497
-188
-3% -$26K 0.28% 80
2025
Q2 		$764K Sell
5,685
-16,198
-74% -$2M 0.29% 78
2025
Q1 		$2.53M Buy
21,883
+535
+3% +$62.2K 1.05% 26
2024
Q4 		$2.44M Buy
21,348
+1,239
+6% +$149K 1.01% 31
2024
Q3 		$2.53M Sell
20,109
-2,335
-10% -$281K 1.05% 30
2024
Q2 		$2.64M Sell
22,444
-252
-1% -$29.6K 1.18% 26
2024
Q1 		$2.65M Buy
22,696
+416
+2% +$47.1K 1.2% 24
2023
Q4 		$2.56M Sell
22,280
-885
-4% -$95.1K 1.26% 22
2023
Q3 		$2.46M Sell
23,165
-88
-0.4% -$9.77K 1.29% 22
2023
Q2 		$2.57M Sell
23,253
-171
-0.7% -$18.8K 1.34% 22
2023
Q1 		$2.56M Buy
23,424
+208
+0.9% +$22.6K 1.34% 19
2022
Q4 		$2.39M Sell
23,216
-3,001
-11% -$302K 1.26% 22
2022
Q3 		$2.43M Sell
26,217
-2,117
-7% -$220K 0.72% 39
2022
Q2 		$2.92M Buy
28,334
+2,926
+12% +$332K 1.43% 17
2022
Q1 		$3.15M Buy
25,408
+2,964
+13% +$372K 1.33% 18
2021
Q4 		$3.01M Buy
22,444
+977
+5% +$132K 1.23% 21
2021
Q3 		$2.87M Buy
21,467
+834
+4% +$115K 1.3% 21
2021
Q2 		$2.81M Buy
20,633
+2,736
+15% +$370K 1.29% 22
2021
Q1 		$2.3M Buy
17,897
+2,988
+20% +$379K 1.12% 27
2020
Q4 		$1.82M Buy
14,909
+690
+5% +$78K 0.97% 31
2020
Q3 		$1.5M Sell
14,219
-169
-1% -$17.6K 0.89% 31
2020
Q2 		$1.39M Buy
14,388
+2,939
+26% +$263K 0.82% 39
2020
Q1 		$896K Buy
11,449
+617
+6% +$61.4K 0.65% 48
2019
Q4 		$1.2M Sell
10,832
-158
-1% -$16.9K 0.81% 43
2019
Q3 		$1.12M Sell
10,990
-182
-2% -$18.7K 0.82% 39
2019
Q2 		$1.18M Sell
11,172
-849
-7% -$88.6K 0.84% 40
2019
Q1 		$1.25M Buy
12,021
+1,872
+18% +$190K 0.91% 40
2018
Q4 		$961K Buy
10,149
+101
+1% +$10.2K 0.81% 46
2018
Q3 		$435 Buy
10,048
+309
+3% +$35.2K 0.24% 65
2018
Q2 		$1.12M Buy
9,739
+482
+5% +$57.7K 0.83% 34
2018
Q1 		$1.1M Buy
9,257
+2,036
+28% +$246K 0.82% 38
2017
Q4 		$861K Sell
7,221
-59
-0.8% -$6.88K 0.64% 52
2017
Q3 		$837K Buy
7,280
+94
+1% +$10.5K 0.72% 48
2017
Q2 		$777K Buy
7,186
+403
+6% +$42.9K 0.71% 51
2017
Q1 		$696K Buy
6,783
+270
+4% +$26.9K 0.67% 56
2016
Q4 		$612K Buy
6,513
+410
+7% +$39.2K 0.6% 61
2016
Q3 		$607K Buy
6,103
+837
+16% +$81.4K 0.34% 81
2016
Q2 		$490K Buy
+5,266
New +$499K 0.49% 68

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Partners's VSS Position: Q1 2026 in Review

Investment Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.2% in Q1 2026, selling an estimated $10.1K and leaving 5,444 shares worth $794K. The position accounts for 0.28% of the portfolio, ranked #80.

Investment Partners first reported a position in VSS in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.15M in Q1 2022. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Investment Partners held 5,444 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $794K as of Q1 2026.
  • Investment Partners sold 67 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $10.1K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.28% of Investment Partners's portfolio in Q1 2026, its #80 holding.
  • Investment Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2016 and has held it in 40 quarters since.
  • Investment Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.15M in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.