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

Kingsview 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 		$10.5M Buy
68,320
+4,725
+7% +$741K 0.13% 133
2026
Q1 		$9.27M Buy
63,595
+53,503
+530% +$8.09M 0.13% 141
2025
Q4 		$1.45M Sell
10,092
-2,937
-23% -$418K 0.02% 539
2025
Q3 		$1.86M Buy
13,029
+794
+6% +$110K 0.03% 465
2025
Q2 		$1.64M Buy
12,235
+1,117
+10% +$138K 0.03% 468
2025
Q1 		$1.29M Buy
11,118
+453
+4% +$52.7K 0.02% 481
2024
Q4 		$1.22M Buy
10,665
+1,693
+19% +$203K 0.02% 502
2024
Q3 		$1.13M Buy
8,972
+3,835
+75% +$462K 0.02% 503
2024
Q2 		$604K Buy
5,137
+202
+4% +$23.7K 0.01% 632
2024
Q1 		$577K Buy
4,935
+449
+10% +$50.8K 0.01% 630
2023
Q4 		$516K Sell
4,486
-2,049
-31% -$220K 0.02% 624
2023
Q3 		$694K Buy
6,535
+3,100
+90% +$344K 0.02% 534
2023
Q2 		$380K Sell
3,435
-105
-3% -$11.6K 0.01% 664
2023
Q1 		$387K Sell
3,540
-294
-8% -$31.9K 0.02% 643
2022
Q4 		$394K Buy
3,834
+928
+32% +$93.3K 0.02% 583
2022
Q3 		$270K Buy
2,906
+84
+3% +$8.73K 0.01% 669
2022
Q2 		$291K Sell
2,822
-5
-0.2% -$567 0.01% 671
2022
Q1 		$350K Buy
2,827
+39
+1% +$4.89K 0.02% 658
2021
Q4 		$373K Buy
2,788
+98
+4% +$13.3K 0.02% 656
2021
Q3 		$360K Sell
2,690
-87
-3% -$12K 0.02% 632
2021
Q2 		$379K Sell
2,777
-87
-3% -$11.8K 0.02% 636
2021
Q1 		$374K Sell
2,864
-5,050
-64% -$640K 0.02% 585
2020
Q4 		$964K Buy
7,914
+5,162
+188% +$584K 0.07% 286
2020
Q3 		$290K Sell
2,752
-134
-5% -$14K 0.03% 483
2020
Q2 		$279K Sell
2,886
-50
-2% -$4.47K 0.03% 456
2020
Q1 		$230K Buy
+2,936
New +$292K 0.03% 407

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kingsview Wealth Management's VSS Position: Q2 2026 in Review

Kingsview Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7.4% in Q2 2026, buying an estimated $741K and bringing the position to 68,320 shares worth $10.5M. The position accounts for 0.13% of the portfolio, ranked #133.

Kingsview Wealth Management first reported a position in VSS in Q1 2020 and has held it in 26 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Kingsview Wealth Management held 68,320 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $10.5M as of Q2 2026.
  • Kingsview Wealth Management bought 4,725 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $741K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.13% of Kingsview Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Kingsview Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and has held it in 26 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.