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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prosperity Planning's VSS Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.8% in Q2 2026, selling an estimated $9.41K and leaving 3,308 shares worth $510K. The position accounts for 0.12% of the portfolio, ranked #80.

Prosperity Planning first reported a position in VSS in Q4 2020 and has held it in 23 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Prosperity Planning held 3,308 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $510K as of Q2 2026.
  • Prosperity Planning sold 60 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $9.41K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.12% of Prosperity Planning's portfolio in Q2 2026, its #80 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 23 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.