Moisand Fitzgerald Tamayo’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Moisand Fitzgerald Tamayo’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	$424K	Buy	2,747 +191	+7%	+$30K	0.04%	90
2026 Q1	$373K	Hold	2,556	–	–	0.04%	90
2025 Q4	$366K	Hold	2,556	–	–	0.04%	91
2025 Q3	$364K	Hold	2,556	–	–	0.04%	91
2025 Q2	$344K	Sell	2,556 -144	-5%	-$17.8K	0.04%	89
2025 Q1	$312K	Hold	2,700	–	–	0.04%	92
2024 Q4	$309K	Sell	2,700 -34	-1%	-$4.08K	0.04%	89
2024 Q3	$344K	Sell	2,734 -97	-3%	-$11.7K	0.05%	85
2024 Q2	$333K	Sell	2,831 -138	-5%	-$16.2K	0.05%	84
2024 Q1	$347K	Sell	2,969 -69	-2%	-$7.81K	0.05%	81
2023 Q4	$349K	Sell	3,038 -336	-10%	-$36.1K	0.06%	81
2023 Q3	$358K	Sell	3,374 -61	-2%	-$6.77K	0.08%	75
2023 Q2	$379K	Sell	3,435 -438	-11%	-$48.3K	0.08%	76
2023 Q1	$423K	Sell	3,873 -71	-2%	-$7.71K	0.09%	73
2022 Q4	$405K	Sell	3,944 -525	-12%	-$52.8K	0.09%	75
2022 Q3	$415K	Sell	4,469 -365	-8%	-$37.9K	0.11%	69
2022 Q2	$499K	Buy	4,834 +2,843	+143%	+$322K	0.13%	67
2022 Q1	$247K	Sell	1,991 -2,919	-59%	-$366K	0.11%	68
2021 Q4	$658K	Sell	4,910 -492	-9%	-$66.6K	0.19%	58
2021 Q3	$722K	Sell	5,402 -60	-1%	-$8.26K	0.24%	58
2021 Q2	$745K	Sell	5,462 -12	-0.2%	-$1.62K	0.27%	51
2021 Q1	$703K	Sell	5,474 -150	-3%	-$19K	0.3%	50
2020 Q4	$685K	Sell	5,624 -745	-12%	-$84.3K	0.31%	48
2020 Q3	$671K	Sell	6,369 -103	-2%	-$10.7K	0.35%	45
2020 Q2	$625K	Buy	6,472 +1,191	+23%	+$106K	0.34%	45
2020 Q1	$413K	Sell	5,281 -191	-3%	-$19K	0.27%	49
2019 Q4	$608K	Sell	5,472 -33	-0.6%	-$3.52K	0.31%	50
2019 Q3	$561K	Sell	5,505 -140	-2%	-$14.4K	0.3%	50
2019 Q2	$594K	Sell	5,645 -49	-0.9%	-$5.11K	0.32%	47
2019 Q1	$593K	Sell	5,694 -1,676	-23%	-$171K	0.33%	46
2018 Q4	$698K	Buy	7,370 +686	+10%	+$69.6K	0.44%	36
2018 Q3	$750K	Sell	6,684 -127	-2%	-$14.5K	0.42%	36
2018 Q2	$786K	Sell	6,811 -228	-3%	-$27.3K	0.46%	36
2018 Q1	$839K	Sell	7,039 -7,797	-53%	-$942K	0.5%	34
2017 Q4	$1.77M	Buy	14,836 +95	+0.6%	+$11.1K	1.03%	23
2017 Q3	$1.69M	Sell	14,741 -111	-0.7%	-$12.4K	1.03%	23
2017 Q2	$1.61M	Sell	14,852 -176	-1%	-$18.7K	1.09%	23
2017 Q1	$1.54M	Sell	15,028 -384	-2%	-$38.3K	1.09%	23
2016 Q4	$1.45M	Buy	15,412 +1,141	+8%	+$109K	1.08%	25
2016 Q3	$1.42M	Buy	14,271 +194	+1%	+$18.9K	1.08%	24
2016 Q2	$1.31M	Buy	14,077 +289	+2%	+$27.4K	1.07%	25
2016 Q1	$1.29M	Buy	13,788 +1,790	+15%	+$157K	1.04%	25
2015 Q4	$1.11M	Buy	+11,998	New	+$1.13M	0.96%	26

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 22.94% 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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VSS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7.5% in Q2 2026, buying an estimated $30K and bringing the position to 2,747 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #90.

Moisand Fitzgerald Tamayo first reported a position in VSS in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.77M in Q4 2017. 385 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Moisand Fitzgerald Tamayo held 2,747 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $424K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 191 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $30K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #90 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2015 and has held it in 43 quarters since.
Moisand Fitzgerald Tamayo's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.77M in Q4 2017.
385 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.