SAG
VSS icon

SageView Advisory Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

SageView Advisory 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 		$400K Sell
2,596
-450
-15% -$70.6K 0.01% 408
2026
Q1 		$444K Buy
3,046
+483
+19% +$73K 0.02% 375
2025
Q4 		$367K Sell
2,563
-75
-3% -$10.7K 0.01% 423
2025
Q3 		$376K Sell
2,638
-141
-5% -$19.5K 0.01% 448
2025
Q2 		$376K Buy
2,779
+171
+7% +$21.1K 0.01% 436
2025
Q1 		$301K Sell
2,608
-105
-4% -$12.2K 0.01% 470
2024
Q4 		$311K Buy
2,713
+311
+13% +$37.4K 0.01% 456
2024
Q3 		$303K Sell
2,402
-925
-28% -$112K 0.02% 394
2024
Q2 		$391K Sell
3,327
-729
-18% -$85.6K 0.02% 378
2024
Q1 		$778K Sell
4,056
-766
-16% -$86.7K 0.04% 236
2023
Q4 		$541K Buy
4,822
+1,250
+35% +$134K 0.02% 376
2023
Q3 		$379K Buy
3,572
+20
+0.6% +$2.22K 0.02% 375
2023
Q2 		$392K Sell
3,552
-1,330
-27% -$147K 0.02% 393
2023
Q1 		$533K Buy
4,882
+1,156
+31% +$126K 0.03% 296
2022
Q4 		$383K Buy
+3,726
New +$375K 0.03% 282

Other funds holding VSS

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SageView Advisory Group's VSS Position: Q2 2026 in Review

SageView Advisory Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 15% in Q2 2026, selling an estimated $70.6K and leaving 2,596 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #408.

SageView Advisory Group first reported a position in VSS in Q4 2022 and has held it in 15 quarters since. The position peaked at $778K in Q1 2024. 520 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • SageView Advisory Group held 2,596 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $400K as of Q2 2026.
  • SageView Advisory Group sold 450 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $70.6K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #408 holding.
  • SageView Advisory Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $778K in Q1 2024.
  • 520 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.