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

North Capital’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	$222K	Buy	1,437 +3	+0.2%	+$469	0.16%	86
2026 Q2	$221K	Buy	1,434 +8	+0.6%	+$1.26K	0.17%	95
2026 Q1	$208K	Hold	1,426	–	–	0.18%	91
2025 Q4	$204K	Buy	1,426 +32	+2%	+$4.56K	0.18%	85
2025 Q3	$199K	Buy	1,394 +8	+0.6%	+$1.11K	0.15%	82
2025 Q2	$186K	Buy	1,386 +8	+0.6%	+$987	0.16%	80
2025 Q1	$159K	Buy	+1,378	New	+$160K	0.15%	90

Other funds holding VSS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

North Capital's VSS Position: Q3 2026 in Review

North Capital increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.21% in Q3 2026, buying an estimated $469 and bringing the position to 1,437 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #86.

North Capital first reported a position in VSS in Q1 2025 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

North Capital held 1,437 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $222K as of Q3 2026.
North Capital bought 3 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $469.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.16% of North Capital's portfolio in Q3 2026, its #86 holding.
North Capital first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2025 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.