Sentinel Trust’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sentinel Trust’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	$746K	Sell	4,833 -15	-0.3%	-$2.35K	0.07%	86
2026 Q1	$707K	Buy	+4,848	New	+$733K	0.07%	86
2024 Q4	–	Sell	-25,700	Closed	-$3.24M	–	140
2024 Q3	$3.24M	Hold	25,700	–	–	0.37%	41
2024 Q2	$3.02M	Hold	25,700	–	–	0.37%	41
2024 Q1	$3M	Buy	+25,700	New	+$2.91M	0.39%	40

Other funds holding VSS

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Sentinel Trust's VSS Position: Q2 2026 in Review

Sentinel Trust reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.31% in Q2 2026, selling an estimated $2.35K and leaving 4,833 shares worth $746K. The position accounts for 0.07% of the portfolio, ranked #86.

Sentinel Trust first reported a position in VSS in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.24M in Q3 2024. 238 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Sentinel Trust held 4,833 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $746K as of Q2 2026.
Sentinel Trust sold 15 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $2.35K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.07% of Sentinel Trust's portfolio in Q2 2026, its #86 holding.
Sentinel Trust first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2024 and has held it in 5 quarters since.
Sentinel Trust's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.24M in Q3 2024.
238 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.