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

PUREfi 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
Q1 		$219K Hold
1,505
– – 0.14% 171
2025
Q4 		$216K Sell
1,505
-154
-9% -$21.9K 0.17% 153
2025
Q3 		$236K Sell
1,659
-42
-2% -$5.82K 0.18% 151
2025
Q2 		$229K Buy
+1,701
New +$210K 0.18% 146

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PUREfi Wealth's VSS Position: Q1 2026 in Review

PUREfi Wealth held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 1,505 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #171.

PUREfi Wealth first reported a position in VSS in Q2 2025 and has held it in 4 quarters since. The position peaked at $236K in Q3 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • PUREfi Wealth held 1,505 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $219K as of Q1 2026.
  • PUREfi Wealth left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.14% of PUREfi Wealth's portfolio in Q1 2026, its #171 holding.
  • PUREfi Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 4 quarters since.
  • PUREfi Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $236K in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.