Sage Financial Management Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sage Financial Management Group’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	$6.6M	Buy	42,746 +1,155	+3%	+$181K	1.81%	16
2026 Q1	$6.06M	Buy	41,591 +701	+2%	+$106K	1.86%	16
2025 Q4	$5.86M	Buy	40,890 +928	+2%	+$132K	1.79%	16
2025 Q3	$5.7M	Buy	39,962 +757	+2%	+$105K	1.82%	16
2025 Q2	$5.27M	Sell	39,205 -3,539	-8%	-$437K	1.82%	15
2025 Q1	$4.94M	Buy	42,744 +2,056	+5%	+$239K	1.79%	16
2024 Q4	$4.66M	Sell	40,688 -532	-1%	-$63.9K	1.73%	16
2024 Q3	$5.19M	Buy	+41,220	New	+$4.97M	2.01%	15
2024 Q2	–	Sell	-38,031	Closed	-$4.44M	–	49
2024 Q1	$4.44M	Buy	38,031 +3,227	+9%	+$365K	2.1%	15
2023 Q4	$4M	Buy	34,804 +2,559	+8%	+$275K	2.15%	14
2023 Q3	$3.42M	Buy	+32,245	New	+$3.58M	2.06%	14
2023 Q2	–	Sell	-21,274	Closed	-$2.32M	–	33
2023 Q1	$2.32M	Buy	+21,274	New	+$2.31M	1.87%	15

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

Sage Financial Management Group's VSS Position: Q2 2026 in Review

Sage Financial Management Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.8% in Q2 2026, buying an estimated $181K and bringing the position to 42,746 shares worth $6.6M. The position accounts for 1.81% of the portfolio, ranked #16.

Sage Financial Management Group first reported a position in VSS in Q1 2023 and has held it in 12 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Sage Financial Management Group held 42,746 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.6M as of Q2 2026.
Sage Financial Management Group bought 1,155 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $181K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.81% of Sage Financial Management Group's portfolio in Q2 2026, its #16 holding.
Sage Financial Management Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and has held it in 12 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.