Next Level Wealth Planning
VSS icon

Next Level Wealth Planning’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Next Level Wealth Planning’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
Q3 		$3.42K Buy
+22
New +$3.44K ﹤0.01% 417

Other funds holding VSS

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Next Level Wealth Planning's VSS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2026: 22 shares worth $3.42K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings.

446 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Next Level Wealth Planning held 22 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.42K as of Q3 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Next Level Wealth Planning position in Q3 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #417 holding.
  • 446 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.