Lido Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Lido Advisors’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	$4.57M	Sell	29,614 -54,027	-65%	-$8.48M	0.01%	523
2026 Q1	$12.2M	Buy	83,641 +37	+0%	+$5.59K	0.04%	286
2025 Q4	$12M	Buy	+83,604	New	+$11.9M	0.04%	301
2024 Q3	–	Sell	-1,803	Closed	-$212K	–	1564
2024 Q2	$212K	Sell	1,803 -309	-15%	-$36.3K	﹤0.01%	1269
2024 Q1	$247K	Buy	+2,112	New	+$239K	﹤0.01%	1178
2020 Q4	–	Sell	-3,908	Closed	-$412K	–	856
2020 Q3	$412K	Buy	+3,908	New	+$407K	0.01%	415

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

Lido Advisors's VSS Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 65% in Q2 2026, selling an estimated $8.48M and leaving 29,614 shares worth $4.57M. The position accounts for 0.01% of the portfolio, ranked #523.

Lido Advisors first reported a position in VSS in Q3 2020 and has held it in 6 quarters since. The position peaked at $12.2M in Q1 2026. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Lido Advisors held 29,614 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.57M as of Q2 2026.
Lido Advisors sold 54,027 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $8.48M.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #523 holding.
Lido Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and has held it in 6 quarters since.
Lido Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $12.2M in Q1 2026.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.