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

Medallion Wealth 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	$92.1K	Buy	597 +83	+16%	+$13K	0.03%	363
2026 Q1	$74.9K	Sell	514 -71	-12%	-$10.7K	0.02%	404
2025 Q4	$83.9K	Buy	585 +16	+3%	+$2.28K	0.03%	379
2025 Q3	$81.1K	Buy	569 +10	+2%	+$1.39K	0.03%	387
2025 Q2	$75K	Sell	559 -10	-2%	-$1.23K	0.03%	396
2025 Q1	$66K	Buy	569 +5	+0.9%	+$581	0.03%	377
2024 Q4	$64.6K	Buy	+564	New	+$67.8K	0.03%	366

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

Medallion Wealth Advisors's VSS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 16% in Q2 2026, buying an estimated $13K and bringing the position to 597 shares worth $92.1K. The position accounts for 0.03% of the portfolio, ranked #363.

Medallion Wealth Advisors first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. 727 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Medallion Wealth Advisors held 597 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $92.1K as of Q2 2026.
Medallion Wealth Advisors bought 83 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $13K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #363 holding.
Medallion Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
727 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.