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

Sequent Planning’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 Q1	$348K	Sell	2,390 -48	-2%	-$7.25K	0.08%	159
2025 Q4	$349K	Buy	2,438 +170	+7%	+$24.2K	0.09%	159
2025 Q3	$323K	Buy	2,268 +174	+8%	+$24.1K	0.09%	154
2025 Q2	$281K	Buy	2,094 +197	+10%	+$24.3K	0.09%	127
2025 Q1	$219K	Buy	+1,897	New	+$220K	0.08%	135
2024 Q4	–	Sell	-1,632	Closed	-$206K	–	154
2024 Q3	$206K	Buy	+1,632	New	+$197K	0.07%	143

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sequent Planning's VSS Position: Q1 2026 in Review

Sequent Planning reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2% in Q1 2026, selling an estimated $7.25K and leaving 2,390 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #159.

Sequent Planning first reported a position in VSS in Q3 2024 and has held it in 6 quarters since. The position peaked at $349K in Q4 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Sequent Planning held 2,390 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $348K as of Q1 2026.
Sequent Planning sold 48 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $7.25K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.08% of Sequent Planning's portfolio in Q1 2026, its #159 holding.
Sequent Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 6 quarters since.
Sequent Planning's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $349K in Q4 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.