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

MilWealth Group’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 		$18.3M Buy
118,364
+623
+0.5% +$97.7K 3.89% 11
2026
Q1 		$17.2M Sell
117,741
-274
-0.2% -$41.4K 4.09% 11
2025
Q4 		$16.9M Buy
118,015
+1,017
+0.9% +$145K 4.03% 11
2025
Q3 		$16.7M Sell
116,998
-28
-0% -$3.88K 4.06% 11
2025
Q2 		$15.7M Buy
117,026
+719
+0.6% +$88.7K 4.05% 11
2025
Q1 		$13.4M Buy
116,307
+1,705
+1% +$198K 3.7% 11
2024
Q4 		$13.1M Buy
114,602
+3,895
+4% +$468K 3.58% 11
2024
Q3 		$13.9M Buy
110,707
+2,182
+2% +$263K 4.09% 9
2024
Q2 		$12.8M Buy
108,525
+1,788
+2% +$210K 4.02% 9
2024
Q1 		$12.5M Buy
106,737
+1,861
+2% +$211K 3.97% 9
2023
Q4 		$12.1M Buy
104,876
+3,806
+4% +$409K 4% 9
2023
Q3 		$10.7M Buy
101,070
+3,508
+4% +$389K 4.23% 8
2023
Q2 		$10.8M Buy
97,562
+300
+0.3% +$33.1K 4.17% 8
2023
Q1 		$10.6M Buy
97,262
+189
+0.2% +$20.5K 4.21% 8
2022
Q4 		$9.98M Buy
97,073
+7,245
+8% +$729K 4.09% 8
2022
Q3 		$8.34M Sell
89,828
-1,391
-2% -$145K 3.63% 8
2022
Q2 		$9.41M Buy
91,219
+2,473
+3% +$280K 4.05% 8
2022
Q1 		$11M Buy
88,746
+2,605
+3% +$327K 4.21% 8
2021
Q4 		$11.5M Buy
86,141
+1,728
+2% +$234K 4.28% 8
2021
Q3 		$11.3M Buy
84,413
+25,357
+43% +$3.49M 4.34% 8
2021
Q2 		$8.06M Buy
59,056
+1,494
+3% +$202K 3.51% 9
2021
Q1 		$7.39M Sell
57,562
-1,352
-2% -$171K 3.55% 8
2020
Q4 		$7.18M Buy
58,914
+1,049
+2% +$119K 3.56% 8
2020
Q3 		$6.09M Buy
57,865
+4,048
+8% +$422K 3.37% 8
2020
Q2 		$5.2M Buy
53,817
+14,900
+38% +$1.33M 3.08% 8
2020
Q1 		$3.05M Buy
+38,917
New +$3.87M 2.36% 9

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MilWealth Group's VSS Position: Q2 2026 in Review

MilWealth Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.53% in Q2 2026, buying an estimated $97.7K and bringing the position to 118,364 shares worth $18.3M. The position accounts for 3.89% of the portfolio, ranked #11.

MilWealth Group first reported a position in VSS in Q1 2020 and has held it in 26 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • MilWealth Group held 118,364 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $18.3M as of Q2 2026.
  • MilWealth Group bought 623 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $97.7K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 3.89% of MilWealth Group's portfolio in Q2 2026, its #11 holding.
  • MilWealth Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and has held it in 26 quarters since.
  • 725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.