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

Regal Investment 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
Q1 		$4.51M Buy
30,961
+577
+2% +$87.2K 0.26% 104
2025
Q4 		$4.35M Buy
30,384
+2,279
+8% +$325K 0.26% 98
2025
Q3 		$4.01M Buy
28,105
+3,464
+14% +$480K 0.26% 103
2025
Q2 		$3.31M Buy
24,641
+2,484
+11% +$306K 0.25% 108
2025
Q1 		$2.56M Buy
22,157
+648
+3% +$75.3K 0.21% 130
2024
Q4 		$2.46M Buy
21,509
+1,401
+7% +$168K 0.19% 133
2024
Q3 		$2.53M Buy
20,108
+588
+3% +$70.9K 0.18% 145
2024
Q2 		$2.29M Sell
19,520
-58
-0.3% -$6.81K 0.15% 157
2024
Q1 		$2.29M Sell
19,578
-54
-0.3% -$6.11K 0.16% 159
2023
Q4 		$2.26M Sell
19,632
-994
-5% -$107K 0.17% 145
2023
Q3 		$2.19M Buy
20,626
+55
+0.3% +$6.11K 0.18% 140
2023
Q2 		$2.27M Sell
20,571
-637
-3% -$70.2K 0.19% 129
2023
Q1 		$2.32M Buy
21,208
+881
+4% +$95.7K 0.2% 129
2022
Q4 		$2.09M Buy
20,327
+485
+2% +$48.8K 0.2% 122
2022
Q3 		$1.84M Buy
19,842
+499
+3% +$51.9K 0.19% 122
2022
Q2 		$2M Buy
19,343
+1,056
+6% +$120K 0.21% 116
2022
Q1 		$2.27M Sell
18,287
-56
-0.3% -$7.03K 0.21% 114
2021
Q4 		$2.46M Buy
18,343
+1,260
+7% +$170K 0.22% 112
2021
Q3 		$2.28M Buy
17,083
+717
+4% +$98.7K 0.22% 120
2021
Q2 		$2.23M Buy
16,366
+2,366
+17% +$320K 0.22% 114
2021
Q1 		$1.8M Sell
14,000
-1,846
-12% -$234K 1.82% 19
2020
Q4 		$1.93M Buy
15,846
+1,910
+14% +$216K 0.22% 118
2020
Q3 		$1.47M Sell
13,936
-1,392
-9% -$145K 1.73% 19
2020
Q2 		$1.48M Buy
15,328
+3,567
+30% +$319K 0.27% 94
2020
Q1 		$920K Sell
11,761
-2,043
-15% -$203K 1.35% 21
2019
Q4 		$1.53M Buy
13,804
+501
+4% +$53.5K 0.28% 113
2019
Q3 		$1.36M Sell
13,303
-275
-2% -$28.2K 0.26% 115
2019
Q2 		$1.43M Buy
13,578
+544
+4% +$56.8K 0.28% 113
2019
Q1 		$1.36M Buy
13,034
+1,487
+13% +$151K 0.28% 113
2018
Q4 		$1.09M Sell
11,547
-203
-2% -$20.6K 0.24% 118
2018
Q3 		$1.32M Buy
11,750
+3,514
+43% +$401K 0.28% 113
2018
Q2 		$951K Sell
8,236
-2,308
-22% -$276K 0.29% 112
2018
Q1 		$1.26M Buy
10,544
+46
+0.4% +$5.56K 0.28% 109
2017
Q4 		$1.25M Buy
10,498
+40
+0.4% +$4.66K 0.28% 105
2017
Q3 		$1.2M Sell
10,458
-261
-2% -$29.2K 0.28% 109
2017
Q2 		$1.16M Buy
10,719
+203
+2% +$21.6K 0.29% 107
2017
Q1 		$1.08M Buy
10,516
+416
+4% +$41.5K 0.28% 105
2016
Q4 		$950K Buy
10,100
+963
+11% +$92.2K 0.26% 113
2016
Q3 		$909K Buy
9,137
+535
+6% +$52.1K 0.26% 111
2016
Q2 		$801K Buy
8,602
+238
+3% +$22.6K 0.22% 125
2016
Q1 		$781K Buy
8,364
+71
+0.9% +$6.24K 0.21% 120
2015
Q4 		$770K Buy
8,293
+2,918
+54% +$276K 0.2% 123
2015
Q3 		$487K Buy
5,375
+1,748
+48% +$167K 0.13% 152
2015
Q2 		$369K Buy
3,627
+552
+18% +$57.7K 0.1% 178
2015
Q1 		$305K Buy
3,075
+443
+17% +$43.2K 0.08% 200
2014
Q4 		$251K Buy
2,632
+1,056
+67% +$104K 0.07% 198
2014
Q3 		$161K Buy
1,576
+1,256
+393% +$136K 0.05% 243
2014
Q2 		$36K Hold
320
– – 0.01% 442
2014
Q1 		$34K Buy
320
+175
+121% +$18.3K 0.01% 419
2013
Q4 		$15K Sell
145
-175
-55% -$17.8K 0.01% 520
2013
Q3 		$32K Hold
320
– – 0.02% 383
2013
Q2 		$29K Buy
+320
New +$30.1K 0.02% 381

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

Regal Investment Advisors's VSS Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.9% in Q1 2026, buying an estimated $87.2K and bringing the position to 30,961 shares worth $4.51M. The position accounts for 0.26% of the portfolio, ranked #104.

Regal Investment Advisors first reported a position in VSS in Q2 2013 and has held it in 52 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Regal Investment Advisors held 30,961 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.51M as of Q1 2026.
  • Regal Investment Advisors bought 577 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $87.2K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.26% of Regal Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • Regal Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and has held it in 52 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.