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

Legacy Investment Solutions’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
Q2 		$3.23K Buy
+24
New +$2.96K ﹤0.01% 448
2024
Q4 		$1.86K Sell
16
-4
-20% -$481 ﹤0.01% 508
2024
Q3 		$2.35K Buy
+20
New +$2.41K ﹤0.01% 466

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Legacy Investment Solutions's VSS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025: 24 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VSS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VSS in Q3 2024 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

  • Legacy Investment Solutions held 24 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.23K as of Q2 2025.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #448 holding.
  • Legacy Investment Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.