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

Presilium Private Wealth’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	$10.8M	Sell	70,266 -575	-0.8%	-$90.2K	1.66%	14
2026 Q1	$10.3M	Buy	70,841 +2,672	+4%	+$404K	1.82%	14
2025 Q4	$9.77M	Buy	68,169 +3,724	+6%	+$530K	1.79%	14
2025 Q3	$9.19M	Sell	64,445 -2,168	-3%	-$300K	1.74%	14
2025 Q2	$8.95M	Buy	66,613 +1,119	+2%	+$138K	1.83%	14
2025 Q1	$7.57M	Buy	65,494 +4,516	+7%	+$525K	1.7%	14
2024 Q4	$6.98M	Buy	60,978 +3,462	+6%	+$416K	1.61%	14
2024 Q3	$7.24M	Buy	57,516 +2,215	+4%	+$267K	1.67%	14
2024 Q2	$6.5M	Buy	55,301 +1,928	+4%	+$226K	1.64%	14
2024 Q1	$6.24M	Buy	53,373 +3,558	+7%	+$403K	1.65%	14
2023 Q4	$5.73M	Sell	49,815 -3,929	-7%	-$422K	1.63%	15
2023 Q3	$5.71M	Sell	53,744 -14,458	-21%	-$1.61M	1.82%	14
2023 Q2	$7.53M	Buy	68,202 +4,079	+6%	+$450K	2.58%	14
2023 Q1	$7M	Buy	64,123 +1,133	+2%	+$123K	2.7%	14
2022 Q4	$6.48M	Buy	+62,990	New	+$6.33M	2.72%	14

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

Presilium Private Wealth's VSS Position: Q2 2026 in Review

Presilium Private Wealth reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.81% in Q2 2026, selling an estimated $90.2K and leaving 70,266 shares worth $10.8M. The position accounts for 1.66% of the portfolio, ranked #14.

Presilium Private Wealth first reported a position in VSS in Q4 2022 and has held it in 15 quarters since. 728 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Presilium Private Wealth held 70,266 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $10.8M as of Q2 2026.
Presilium Private Wealth sold 575 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $90.2K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.66% of Presilium Private Wealth's portfolio in Q2 2026, its #14 holding.
Presilium Private Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and has held it in 15 quarters since.
728 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.