Root Financial Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Root Financial Partners’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 Q3	$2.28M	Buy	14,677 +506	+4%	+$79K	0.08%	76
2026 Q2	$2.19M	Buy	14,171 +1,923	+16%	+$302K	0.09%	72
2026 Q1	$1.79M	Buy	12,248 +4,416	+56%	+$667K	0.08%	69
2025 Q4	$1.12M	Buy	7,832 +2,429	+45%	+$346K	0.06%	88
2025 Q3	$770K	Buy	5,403 +2,392	+79%	+$331K	0.05%	102
2025 Q2	$405K	Sell	3,011 -1,910	-39%	-$236K	0.04%	152
2025 Q1	$569K	Sell	4,921 -831	-14%	-$96.6K	0.06%	101
2024 Q4	$659K	Buy	5,752 +3,612	+169%	+$434K	0.08%	96
2024 Q3	$270K	Buy	+2,140	New	+$258K	0.04%	130

Other funds holding VSS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Root Financial Partners's VSS Position: Q3 2026 in Review

Root Financial Partners increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.6% in Q3 2026, buying an estimated $79K and bringing the position to 14,677 shares worth $2.28M. The position accounts for 0.08% of the portfolio, ranked #76.

Root Financial Partners first reported a position in VSS in Q3 2024 and has held it in 9 quarters since. 296 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Root Financial Partners held 14,677 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.28M as of Q3 2026.
Root Financial Partners bought 506 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $79K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #76 holding.
Root Financial Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 9 quarters since.
296 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.