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

ORG Partners’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 Q4	$230K	Sell	1,603 -33	-2%	-$4.7K	0.04%	315
2025 Q3	$233K	Sell	1,636 -168	-9%	-$23.3K	0.04%	317
2025 Q2	$242K	Sell	1,804 -142	-7%	-$17.5K	0.05%	285
2025 Q1	$225K	Buy	1,946 +78	+4%	+$9.07K	0.06%	252
2024 Q4	$214K	Buy	1,868 +127	+7%	+$15.3K	0.03%	312
2024 Q3	$219K	Sell	1,741 -2,046	-54%	-$247K	0.04%	270
2024 Q2	$445K	Buy	+3,787	New	+$444K	0.06%	264
2024 Q1	–	Sell	-4	Closed	-$475	–	1102
2023 Q4	$475	Buy	+4	New	+$430	﹤0.01%	1047
2023 Q3	–	Sell	-4	Closed	-$449	–	1605
2023 Q2	$449	Buy	+4	New	+$441	﹤0.01%	1285

Other funds holding VSS

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

MIAS

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Align Financial Hermantown, Minnesota $176M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

ORG Partners's VSS Position: Q4 2025 in Review

ORG Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2% in Q4 2025, selling an estimated $4.7K and leaving 1,603 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #315.

ORG Partners first reported a position in VSS in Q2 2023 and has held it in 9 quarters since. The position peaked at $445K in Q2 2024. 681 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

ORG Partners held 1,603 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $230K as of Q4 2025.
ORG Partners sold 33 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $4.7K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of ORG Partners's portfolio in Q4 2025, its #315 holding.
ORG Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and has held it in 9 quarters since.
ORG Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $445K in Q2 2024.
681 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.