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

ORG Wealth 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
2026 Q2	$31.2K	Sell	202 -142	-41%	-$22.3K	﹤0.01%	392
2026 Q1	$50.1K	Sell	344 -2,688	-89%	-$406K	0.01%	329
2025 Q4	$435K	Sell	3,032 -38	-1%	-$5.41K	0.1%	133
2025 Q3	$438K	Buy	3,070 +341	+12%	+$47.2K	0.09%	137
2025 Q2	$366K	Sell	2,729 -109	-4%	-$13.4K	0.09%	136
2025 Q1	$329K	Buy	2,838 +139	+5%	+$16.2K	0.1%	151
2024 Q4	$309K	Buy	2,699 +648	+32%	+$77.9K	0.1%	97
2024 Q3	$258K	Buy	+2,051	New	+$247K	0.09%	103

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ORG Wealth Partners's VSS Position: Q2 2026 in Review

ORG Wealth Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 41% in Q2 2026, selling an estimated $22.3K and leaving 202 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

ORG Wealth Partners first reported a position in VSS in Q3 2024 and has held it in 8 quarters since. The position peaked at $438K in Q3 2025. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

ORG Wealth Partners held 202 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $31.2K as of Q2 2026.
ORG Wealth Partners sold 142 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $22.3K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #392 holding.
ORG Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $438K in Q3 2025.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.