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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Life Planning Partners's VSS Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 16% in Q2 2026, selling an estimated $163K and leaving 5,522 shares worth $852K. The position accounts for 0.63% of the portfolio, ranked #38.

Life Planning Partners first reported a position in VSS in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.44M in Q3 2024. 408 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Life Planning Partners held 5,522 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $852K as of Q2 2026.
Life Planning Partners sold 1,036 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $163K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.63% of Life Planning Partners's portfolio in Q2 2026, its #38 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 15 quarters since.
Life Planning Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.44M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.