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

Prosperity 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
Q3 		$514K Hold
3,308
– – 0.11% 83
2026
Q2 		$510K Sell
3,308
-60
-2% -$9.41K 0.12% 80
2026
Q1 		$491K Sell
3,368
-98
-3% -$14.8K 0.12% 77
2025
Q4 		$497K Sell
3,466
-3
-0.1% -$427 0.13% 74
2025
Q3 		$494K Sell
3,469
-43
-1% -$5.96K 0.13% 77
2025
Q2 		$472K Sell
3,512
-129
-4% -$15.9K 0.14% 78
2025
Q1 		$421K Sell
3,641
-2
-0.1% -$232 0.13% 77
2024
Q4 		$417K Buy
3,643
+28
+0.8% +$3.36K 0.13% 74
2024
Q3 		$455K Sell
3,615
-193
-5% -$23.3K 0.14% 74
2024
Q2 		$447K Sell
3,808
-37
-1% -$4.34K 0.15% 72
2024
Q1 		$449K Buy
3,845
+12
+0.3% +$1.36K 0.16% 69
2023
Q4 		$441K Buy
3,833
+23
+0.6% +$2.47K 0.17% 69
2023
Q3 		$405K Sell
3,810
-65
-2% -$7.22K 0.17% 69
2023
Q2 		$428K Buy
3,875
+4
+0.1% +$441 0.18% 68
2023
Q1 		$423K Buy
3,871
+642
+20% +$69.7K 0.18% 68
2022
Q4 		$398K Hold
3,229
– – 0.2% 64
2022
Q3 		$300K Buy
3,229
+665
+26% +$69.1K 0.16% 71
2022
Q2 		$313K Hold
2,564
– – 0.16% 63
2022
Q1 		$318K Hold
2,564
– – 0.16% 61
2021
Q4 		$343K Buy
2,564
+10
+0.4% +$1.35K 0.17% 60
2021
Q3 		$341K Sell
2,554
-82
-3% -$11.3K 0.19% 60
2021
Q2 		$360K Buy
2,636
+4
+0.2% +$541 0.22% 59
2021
Q1 		$338K Buy
2,632
+4
+0.2% +$507 0.24% 56
2020
Q4 		$320K Buy
+2,628
New +$297K 0.27% 52

Other funds holding VSS

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Prosperity Planning's VSS Position: Q3 2026 in Review

Prosperity Planning held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2026 at 3,308 shares worth $514K. The position accounts for 0.11% of the portfolio, ranked #83.

Prosperity Planning first reported a position in VSS in Q4 2020 and has held it in 24 quarters since. 39 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Prosperity Planning held 3,308 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $514K as of Q3 2026.
  • Prosperity Planning 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 0.11% of Prosperity Planning's portfolio in Q3 2026, its #83 holding.
  • Prosperity Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 24 quarters since.
  • 39 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.