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 Q2	$232K	Hold	1,505	–	–	0.13%	191
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 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

PUREfi Wealth's VSS Position: Q2 2026 in Review

PUREfi Wealth held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 1,505 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #191.

PUREfi Wealth first reported a position in VSS in Q2 2025 and has held it in 5 quarters since. The position peaked at $236K in Q3 2025. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

PUREfi Wealth held 1,505 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $232K as of Q2 2026.
PUREfi Wealth left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.13% of PUREfi Wealth's portfolio in Q2 2026, its #191 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 5 quarters since.
PUREfi Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $236K in Q3 2025.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.