Park Square Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Park Square Financial Group’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	–	Sell	-44	Closed	-$6.42K	–	263
2026 Q1	$6.42K	Sell	44 -219	-83%	-$33.1K	0.05%	135
2025 Q4	$30.1K	Buy	263 +125	+91%	+$17.8K	0.18%	61
2025 Q3	$19.7K	Sell	138 -40	-22%	-$5.54K	0.09%	97
2025 Q2	$23.9K	Sell	178 -121	-40%	-$14.9K	0.02%	423
2025 Q1	$34.6K	Sell	299 -2	-0.7%	-$232	0.03%	332
2024 Q4	$34.5K	Buy	+301	New	+$36.2K	0.02%	332

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

Park Square Financial Group's VSS Position: Q2 2026 in Review

Park Square Financial Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026, closing a stake of 44 shares — an estimated $6.42K sold.

Park Square Financial Group first reported a position in VSS in Q4 2024 and held it in 6 quarters. The position peaked at $34.6K in Q1 2025. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Park Square Financial Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 44 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $6.42K.
Park Square Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and held it in 6 quarters.
Park Square Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $34.6K in Q1 2025.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.