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

PW 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 		$1.24M Sell
8,064
-1,605
-17% -$252K 0.83% 22
2026
Q1 		$1.41M Hold
9,669
– – 1.06% 21
2025
Q4 		$1.39M Buy
+9,669
New +$1.38M 1.11% 22

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

PW Advisors's VSS Position: Q2 2026 in Review

PW Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 17% in Q2 2026, selling an estimated $252K and leaving 8,064 shares worth $1.24M. The position accounts for 0.83% of the portfolio, ranked #22.

PW Advisors first reported a position in VSS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q1 2026. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • PW Advisors held 8,064 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.24M as of Q2 2026.
  • PW Advisors sold 1,605 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $252K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.83% of PW Advisors's portfolio in Q2 2026, its #22 holding.
  • PW Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 3 quarters since.
  • PW Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.41M in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on PW Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.