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Prosperity Capital Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Prosperity Capital 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 		– Sell
-1,821
Closed -$265K – 455
2026
Q1 		$265K Buy
1,821
+127
+7% +$19.2K 0.02% 344
2025
Q4 		$243K Sell
1,694
-627
-27% -$89.3K 0.01% 345
2025
Q3 		$331K Buy
+2,321
New +$321K 0.02% 335

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Prosperity Capital Advisors's VSS Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026, closing a stake of 1,821 shares — an estimated $265K sold.

Prosperity Capital Advisors first reported a position in VSS in Q3 2025 and held it in 3 quarters. The position peaked at $331K in Q3 2025. 170 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 1,821 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $265K.
  • Prosperity Capital Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and held it in 3 quarters.
  • Prosperity Capital Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $331K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.