Legacy Wealth Management (Idaho)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-16	Closed	-$2.33K	–	954
2026 Q1	$2.33K	Sell	16 -8	-33%	-$1.21K	﹤0.01%	751
2025 Q4	$3.44K	Hold	24	–	–	﹤0.01%	590
2025 Q3	$3.42K	Hold	24	–	–	﹤0.01%	476
2025 Q2	$3.23K	Buy	24 +8	+50%	+$987	﹤0.01%	448
2025 Q1	$1.85K	Hold	16	–	–	﹤0.01%	552
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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VSS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026, closing a stake of 16 shares — an estimated $2.33K sold.

Legacy Wealth Management (Idaho) first reported a position in VSS in Q3 2024 and held it in 7 quarters. The position peaked at $3.44K in Q4 2025. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 16 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $2.33K.
Legacy Wealth Management (Idaho) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.44K in Q4 2025.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.