Kovitz Investment Group Partners
VSS icon

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

Kovitz Investment Group 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
2025
Q4 		– Sell
-1,932
Closed -$275K – 1311
2025
Q3 		$275K Sell
1,932
-4
-0.2% -$554 ﹤0.01% 1234
2025
Q2 		$260K Buy
1,936
+4
+0.2% +$493 ﹤0.01% 1190
2025
Q1 		$224K Sell
1,932
-4,046
-68% -$470K ﹤0.01% 1149
2024
Q4 		$685K Sell
5,978
-445
-7% -$53.5K ﹤0.01% 814
2024
Q3 		$806K Buy
6,423
+470
+8% +$56.7K 0.01% 674
2024
Q2 		$699K Sell
5,953
-8,038
-57% -$943K 0.01% 609
2024
Q1 		$1.63M Sell
13,991
-19,486
-58% -$2.21M 0.02% 325
2023
Q4 		$3.85M Sell
33,477
-555
-2% -$59.6K 0.06% 184
2023
Q3 		$3.61M Buy
34,032
+1,460
+4% +$162K 0.06% 183
2023
Q2 		$3.6M Buy
32,572
+893
+3% +$98.4K 0.05% 194
2023
Q1 		$3.46M Sell
31,679
-10,088
-24% -$1.1M 0.06% 192
2022
Q4 		$4.29M Buy
41,767
+1,651
+4% +$166K 0.08% 175
2022
Q3 		$3.72M Buy
40,116
+1,118
+3% +$116K 0.09% 175
2022
Q2 		$4.03M Buy
38,998
+8,069
+26% +$915K 0.09% 177
2022
Q1 		$3.83M Buy
30,929
+8,844
+40% +$1.11M 0.07% 191
2021
Q4 		$2.69M Sell
22,085
-10,096
-31% -$1.37M 0.06% 185
2021
Q3 		$4.3M Buy
32,181
+354
+1% +$48.7K 0.09% 165
2021
Q2 		$4.34M Buy
31,827
+9,122
+40% +$1.23M 0.09% 170
2021
Q1 		$2.92M Buy
22,705
+620
+3% +$78.6K 0.07% 186
2020
Q4 		$2.69M Sell
22,085
-1,320
-6% -$149K 0.07% 181
2020
Q3 		$2.46M Sell
23,405
-2,873
-11% -$299K 0.07% 173
2020
Q2 		$2.54M Buy
26,278
+6,711
+34% +$599K 0.08% 162
2020
Q1 		$1.53M Buy
19,567
+2,575
+15% +$256K 0.06% 200
2019
Q4 		$1.89M Sell
16,992
-10,428
-38% -$1.11M 0.05% 202
2019
Q3 		$2.79M Sell
27,420
-5,078
-16% -$521K 0.09% 161
2019
Q2 		$3.42M Buy
32,498
+1,302
+4% +$136K 0.11% 144
2019
Q1 		$3.25M Buy
+31,196
New +$3.17M 0.1% 146

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kovitz Investment Group Partners's VSS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 1,932 shares — an estimated $275K sold.

Kovitz Investment Group Partners first reported a position in VSS in Q1 2019 and held it in 27 quarters. The position peaked at $4.34M in Q2 2021. 682 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,932 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $275K.
  • Kovitz Investment Group Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.34M in Q2 2021.
  • 682 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.