PIFP
VSS icon

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

Partners in Financial Planning’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 		$16.2M Sell
105,235
-493
-0.5% -$77.3K 2.46% 10
2026
Q1 		$15.4M Sell
105,728
-928
-0.9% -$140K 2.56% 10
2025
Q4 		$15.3M Buy
106,656
+725
+0.7% +$103K 2.59% 10
2025
Q3 		$15.1M Sell
105,931
-1,121
-1% -$155K 2.61% 10
2025
Q2 		$14.4M Buy
107,052
+709
+0.7% +$87.5K 2.65% 10
2025
Q1 		$12.3M Buy
106,343
+4,298
+4% +$500K 2.47% 11
2024
Q4 		$11.7M Buy
102,045
+1,822
+2% +$219K 2.38% 11
2024
Q3 		$12.6M Buy
100,223
+747
+0.8% +$90K 2.55% 11
2024
Q2 		$11.7M Buy
99,476
+875
+0.9% +$103K 2.54% 11
2024
Q1 		$11.5M Sell
98,601
-2,827
-3% -$320K 2.56% 11
2023
Q4 		$11.7M Buy
101,428
+4,101
+4% +$441K 2.74% 11
2023
Q3 		$10.3M Buy
97,327
+4,006
+4% +$445K 2.66% 12
2023
Q2 		$10.3M Sell
93,321
-1,022
-1% -$113K 2.63% 12
2023
Q1 		$10.3M Buy
94,343
+125
+0.1% +$13.6K 2.71% 11
2022
Q4 		$9.74M Buy
94,218
+524
+0.6% +$52.7K 2.69% 11
2022
Q3 		$9.74M Buy
93,694
+11,190
+14% +$1.16M 2.78% 11
2022
Q2 		$8.69M Buy
82,504
+2,741
+3% +$311K 2.76% 11
2022
Q1 		$9.43M Buy
79,763
+1,723
+2% +$216K 2.97% 11
2021
Q4 		$9.85M Buy
78,040
+2,817
+4% +$381K 3.01% 11
2021
Q3 		$10.1M Sell
75,223
-2,099
-3% -$289K 3.14% 11
2021
Q2 		$10.6M Buy
+77,322
New +$10.5M 3.3% 11

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Partners in Financial Planning's VSS Position: Q2 2026 in Review

Partners in Financial Planning reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.47% in Q2 2026, selling an estimated $77.3K and leaving 105,235 shares worth $16.2M. The position accounts for 2.46% of the portfolio, ranked #10.

Partners in Financial Planning first reported a position in VSS in Q2 2021 and has held it in 21 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Partners in Financial Planning held 105,235 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $16.2M as of Q2 2026.
  • Partners in Financial Planning sold 493 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $77.3K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.46% of Partners in Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Partners in Financial Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and has held it in 21 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.