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

Journey Beyond 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
2025 Q4	–	Sell	-1,936	Closed	-$276K	–	34
2025 Q3	$276K	Buy	1,936 +66	+4%	+$9.14K	0.23%	27
2025 Q2	$251K	Sell	1,870 -786	-30%	-$97K	0.21%	26
2025 Q1	$307K	Buy	2,656 +284	+12%	+$33K	0.29%	25
2024 Q4	$272K	Buy	+2,372	New	+$285K	0.26%	27

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Journey Beyond Wealth's VSS Position: Q4 2025 in Review

Journey Beyond Wealth sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 1,936 shares — an estimated $276K sold.

Journey Beyond Wealth first reported a position in VSS in Q4 2024 and held it in 4 quarters. The position peaked at $307K in Q1 2025. 683 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

Journey Beyond Wealth reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
Journey Beyond Wealth sold 1,936 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $276K.
Journey Beyond Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and held it in 4 quarters.
Journey Beyond Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $307K in Q1 2025.
683 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Journey Beyond Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.