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

Nisa Investment 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
2025 Q2	–	Sell	-210,000	Closed	-$24.3M	–	3097
2025 Q1	$24.3M	Sell	210,000 -112,000	-35%	-$13M	0.12%	139
2024 Q4	$36.9M	Buy	322,000 +110,000	+52%	+$13.2M	0.14%	109
2024 Q3	$26.7M	Sell	212,000 -38,000	-15%	-$4.58M	0.16%	127
2024 Q2	$29.4M	Buy	+250,000	New	+$29.3M	0.18%	106

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Nisa Investment Advisors's VSS Position: Q2 2025 in Review

Nisa Investment Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 210,000 shares — an estimated $24.3M sold.

Nisa Investment Advisors first reported a position in VSS in Q2 2024 and held it in 4 quarters. The position peaked at $36.9M in Q4 2024. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

Nisa Investment Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
Nisa Investment Advisors sold 210,000 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $24.3M.
Nisa Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2024 and held it in 4 quarters.
Nisa Investment Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $36.9M in Q4 2024.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Nisa Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.