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 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 $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Park Square Financial Group's VSS Position: Q1 2026 in Review

Park Square Financial Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 83% in Q1 2026, selling an estimated $33.1K and leaving 44 shares worth $6.42K. The position accounts for 0.05% of the portfolio, ranked #135.

Park Square Financial Group first reported a position in VSS in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.6K in Q1 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Park Square Financial Group held 44 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.42K as of Q1 2026.
Park Square Financial Group sold 219 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $33.1K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of Park Square Financial Group's portfolio in Q1 2026, its #135 holding.
Park Square Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $34.6K in Q1 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.