Plante Moran Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Plante Moran Financial Advisors’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	$2.31K	Buy	+15	New	+$2.35K	﹤0.01%	727
2025 Q2	–	Sell	-3	Closed	-$347	–	864
2025 Q1	$347	Buy	+3	New	+$349	﹤0.01%	760
2024 Q2	–	Sell	-61	Closed	-$7.13K	–	895
2024 Q1	$7.13K	Buy	+61	New	+$6.9K	﹤0.01%	651
2023 Q4	–	Sell	-292	Closed	-$31K	–	892
2023 Q3	$31K	Hold	292	–	–	﹤0.01%	360
2023 Q2	$32.3K	Hold	292	–	–	﹤0.01%	365
2023 Q1	$31.9K	Hold	292	–	–	﹤0.01%	364
2022 Q4	$30K	Sell	292 -52	-15%	-$5.23K	﹤0.01%	385
2022 Q3	$32K	Buy	344 +292	+562%	+$30.4K	0.01%	373
2022 Q2	$5K	Sell	52 -102	-66%	-$11.6K	﹤0.01%	727
2022 Q1	$19K	Buy	154 +98	+175%	+$12.3K	﹤0.01%	507
2021 Q4	$8K	Buy	+56	New	+$7.58K	﹤0.01%	742
2019 Q3	–	Sell	-237	Closed	-$25K	–	920
2019 Q2	$25K	Buy	+237	New	+$24.7K	0.01%	450
2018 Q2	–	Sell	-80	Closed	-$10K	–	980
2018 Q1	$10K	Sell	80 -215	-73%	-$26K	0.01%	613
2017 Q4	$35K	Buy	295 +215	+269%	+$25.1K	0.02%	411
2017 Q3	$9K	Buy	+80	New	+$8.95K	0.01%	564
2016 Q3	–	Sell	-600	Closed	-$56K	–	993
2016 Q2	$56K	Buy	+600	New	+$56.8K	0.04%	264

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

Plante Moran Financial Advisors's VSS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 15 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in VSS as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in VSS in Q2 2016 and has held it in 16 quarters since. The position peaked at $56K in Q2 2016. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Plante Moran Financial Advisors held 15 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.31K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Plante Moran Financial Advisors position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #727 holding.
Plante Moran Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2016 and has held it in 16 quarters since.
Plante Moran Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $56K in Q2 2016.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.