Life Planning Partners
VSS icon

Life Planning Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Life Planning 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
2026
Q3 		$820K Sell
5,282
-240
-4% -$37.5K 0.65% 34
2026
Q2 		$852K Sell
5,522
-1,036
-16% -$163K 0.63% 38
2026
Q1 		$956K Sell
6,558
-377
-5% -$57K 0.73% 36
2025
Q4 		$994K Sell
6,935
-1,556
-18% -$222K 0.76% 33
2025
Q3 		$1.21M Sell
8,491
-140
-2% -$19.4K 0.88% 30
2025
Q2 		$1.16M Sell
8,631
-2,506
-23% -$309K 0.92% 28
2025
Q1 		$1.29M Sell
11,137
-185
-2% -$21.5K 1.17% 21
2024
Q4 		$1.3M Sell
11,322
-85
-0.7% -$10.2K 1.2% 19
2024
Q3 		$1.44M Hold
11,407
– – 1.28% 20
2024
Q2 		$1.34M Sell
11,407
-523
-4% -$61.4K 1.22% 21
2024
Q1 		$1.39M Sell
11,930
-518
-4% -$58.6K 1.39% 19
2023
Q4 		$1.43M Buy
+12,448
New +$1.34M 1.41% 20
2022
Q3 		$1.28M Buy
13,772
+1,962
+17% +$204K 1.46% 19
2022
Q2 		$1.22M Buy
11,810
+1,897
+19% +$215K 1.37% 20
2022
Q1 		$1.23M Buy
9,913
+1,748
+21% +$219K 1.25% 21
2021
Q4 		$1.09M Buy
+8,165
New +$1.1M 1.1% 22

Other funds holding VSS

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Life Planning Partners's VSS Position: Q3 2026 in Review

Life Planning Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.3% in Q3 2026, selling an estimated $37.5K and leaving 5,282 shares worth $820K. The position accounts for 0.65% of the portfolio, ranked #34.

Life Planning Partners first reported a position in VSS in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.44M in Q3 2024. 519 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Life Planning Partners held 5,282 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $820K as of Q3 2026.
  • Life Planning Partners sold 240 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $37.5K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.65% of Life Planning Partners's portfolio in Q3 2026, its #34 holding.
  • Life Planning Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 16 quarters since.
  • Life Planning Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.44M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.