N.E.W. Advisory Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.8M Buy
89,587
+3,932
+5% +$617K 0.92% 23
2026
Q1
$12.5M Sell
85,655
-85
-0.1% -$12.8K 0.93% 23
2025
Q4
$12.3M Buy
85,740
+4,262
+5% +$607K 0.91% 23
2025
Q3
$11.6M Buy
81,478
+2,328
+3% +$322K 1.04% 22
2025
Q2
$10.6M Sell
79,150
-20,358
-20% -$2.51M 1.03% 22
2025
Q1
$11.5M Buy
99,508
+16,018
+19% +$1.86M 0.88% 28
2024
Q4
$9.56M Buy
83,490
+6,402
+8% +$769K 0.91% 24
2024
Q3
$9.71M Sell
77,088
-599
-0.8% -$72.2K 0.96% 23
2024
Q2
$9.13M Sell
77,687
-32,013
-29% -$3.76M 0.98% 24
2024
Q1
$12.8M Buy
109,700
+6,188
+6% +$700K 1.42% 17
2023
Q4
$11.9M Buy
103,512
+3,146
+3% +$338K 1.44% 18
2023
Q3
$10.7M Buy
100,366
+4,351
+5% +$483K 1.52% 18
2023
Q2
$10.6M Sell
96,015
-1,485
-2% -$164K 1.48% 17
2023
Q1
$10.7M Sell
97,500
-3,540
-4% -$385K 1.55% 16
2022
Q4
$10.4M Buy
101,040
+4,500
+5% +$452K 1.63% 16
2022
Q3
$8.96M Buy
96,540
+7,551
+8% +$785K 1.62% 16
2022
Q2
$9.19M Buy
88,989
+81,448
+1,080% +$9.24M 1.61% 16
2022
Q1
$975K Sell
7,541
-6,286
-45% -$789K 0.18% 54
2021
Q4
$1.85M Buy
13,827
+3,199
+30% +$433K 0.28% 36
2021
Q3
$1.42M Buy
10,628
+1,268
+14% +$175K 0.23% 44
2021
Q2
$1.28M Buy
9,360
+1,658
+22% +$224K 0.22% 47
2021
Q1
$1.01M Buy
7,702
+2,308
+43% +$292K 0.19% 54
2020
Q4
$656K Buy
5,394
+2,461
+84% +$278K 0.14% 73
2020
Q3
$312K Buy
+2,933
New +$306K 0.09% 75

Other funds holding VSS

N.E.W. Advisory Services's VSS Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.6% in Q2 2026, buying an estimated $617K and bringing the position to 89,587 shares worth $13.8M. The position accounts for 0.92% of the portfolio, ranked #23.

N.E.W. Advisory Services first reported a position in VSS in Q3 2020 and has held it in 24 quarters since. 520 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • N.E.W. Advisory Services held 89,587 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $13.8M as of Q2 2026.
  • N.E.W. Advisory Services bought 3,932 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $617K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.92% of N.E.W. Advisory Services's portfolio in Q2 2026, its #23 holding.
  • N.E.W. Advisory Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and has held it in 24 quarters since.
  • 520 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.