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

Peterson Wealth Services’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 Q3	$9.32K	Hold	60	–	–	﹤0.01%	184
2026 Q2	$9.26K	Hold	60	–	–	﹤0.01%	186
2026 Q1	$8.75K	Hold	60	–	–	﹤0.01%	186
2025 Q4	$8.6K	Sell	60 -3,326	-98%	-$474K	﹤0.01%	186
2025 Q3	$8.55K	Buy	3,386 +3,351	+9,574%	+$464K	﹤0.01%	187
2025 Q2	$4.7K	Hold	35	–	–	﹤0.01%	187
2025 Q1	$4.05K	Hold	35	–	–	﹤0.01%	191
2024 Q4	$4.01K	Hold	35	–	–	﹤0.01%	199
2024 Q3	$4.41K	Buy	+35	New	+$4.22K	﹤0.01%	196
2022 Q2	–	Sell	-31,386	Closed	-$3.89M	–	93
2022 Q1	$3.89M	Buy	31,386 +2,986	+11%	+$375K	2.39%	12
2021 Q4	$3.8M	Buy	+28,400	New	+$3.84M	2.52%	9

Other funds holding VSS

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Peterson Wealth Services's VSS Position: Q3 2026 in Review

Peterson Wealth Services held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2026 at 60 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Peterson Wealth Services first reported a position in VSS in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.89M in Q1 2022. 413 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Peterson Wealth Services held 60 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $9.32K as of Q3 2026.
Peterson Wealth Services left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #184 holding.
Peterson Wealth Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 11 quarters since.
Peterson Wealth Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.89M in Q1 2022.
413 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.