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

RTD Financial 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
Q3 		$9.92M Sell
63,872
-384
-0.6% -$60K 1.09% 31
2026
Q2 		$9.91M Sell
64,256
-1,143
-2% -$179K 1.08% 32
2026
Q1 		$9.53M Sell
65,399
-2,346
-3% -$355K 1.17% 29
2025
Q4 		$9.71M Sell
67,745
-2,627
-4% -$374K 1.18% 31
2025
Q3 		$10M Sell
70,372
-468
-0.7% -$64.8K 1.21% 29
2025
Q2 		$9.52M Buy
70,840
+2,167
+3% +$267K 1.22% 29
2025
Q1 		$7.94M Sell
68,673
-650
-0.9% -$75.5K 1.07% 30
2024
Q4 		$7.94M Sell
69,323
-804
-1% -$96.6K 1.02% 31
2024
Q3 		$8.83M Sell
70,127
-176
-0.3% -$21.2K 1.12% 30
2024
Q2 		$8.26M Sell
70,303
-383
-0.5% -$45K 1.11% 29
2024
Q1 		$8.26M Sell
70,686
-108
-0.2% -$12.2K 1.11% 30
2023
Q4 		$8.14M Buy
70,794
+3,771
+6% +$405K 1.14% 28
2023
Q3 		$7.12M Sell
67,023
-1,329
-2% -$148K 1.09% 28
2023
Q2 		$7.55M Sell
68,352
-353
-0.5% -$38.9K 1.1% 29
2023
Q1 		$7.51M Buy
68,705
+699
+1% +$75.9K 1.16% 26
2022
Q4 		$6.99M Buy
68,006
+6,139
+10% +$617K 1.14% 27
2022
Q3 		$5.74M Buy
61,867
+2,414
+4% +$251K 1.06% 27
2022
Q2 		$6.14M Buy
59,453
+580
+1% +$65.8K 0.94% 31
2022
Q1 		$7.29M Buy
58,873
+9,305
+19% +$1.17M 0.98% 27
2021
Q4 		$6.64M Buy
+49,568
New +$6.71M 0.87% 30

Other funds holding VSS

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM

RTD Financial Advisors's VSS Position: Q3 2026 in Review

RTD Financial Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.6% in Q3 2026, selling an estimated $60K and leaving 63,872 shares worth $9.92M. The position accounts for 1.09% of the portfolio, ranked #31.

RTD Financial Advisors first reported a position in VSS in Q4 2021 and has held it in 20 quarters since. The position peaked at $10M in Q3 2025. 35 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • RTD Financial Advisors held 63,872 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $9.92M as of Q3 2026.
  • RTD Financial Advisors sold 384 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $60K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.09% of RTD Financial Advisors's portfolio in Q3 2026, its #31 holding.
  • RTD Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 20 quarters since.
  • RTD Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $10M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.