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

Pacifica 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 Q2	–	Sell	-122	Closed	-$13.9K	–	550
2025 Q1	$13.9K	Hold	122	–	–	0.01%	307
2024 Q4	$13.9K	Hold	122	–	–	0.01%	317
2024 Q3	$15.4K	Sell	122 -7	-5%	-$844	0.01%	324
2024 Q2	$15.4K	Buy	129 +93	+258%	+$10.9K	0.01%	325
2024 Q1	$4.17K	Hold	36	–	–	﹤0.01%	419
2023 Q4	$3.97K	Hold	36	–	–	﹤0.01%	444
2023 Q3	$3.73K	Hold	36	–	–	﹤0.01%	439
2023 Q2	$3.97K	Buy	+36	New	+$3.97K	﹤0.01%	389

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

Pacifica Partners's VSS Position: Q2 2025 in Review

Pacifica Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 122 shares — an estimated $13.9K sold.

Pacifica Partners first reported a position in VSS in Q2 2023 and held it in 8 quarters. The position peaked at $15.4K in Q2 2024. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

Pacifica Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
Pacifica Partners sold 122 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $13.9K.
Pacifica Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and held it in 8 quarters.
Pacifica Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $15.4K in Q2 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 Pacifica Partners's 13F filing for Q2 2025, filed 14 Jul 2025.