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

Sequoia 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 Q2	$6.65M	Sell	43,099 -1,061	-2%	-$166K	0.03%	295
2026 Q1	$6.44M	Sell	44,160 -3,441	-7%	-$520K	0.04%	276
2025 Q4	$6.82M	Sell	47,601 -10,048	-17%	-$1.43M	0.04%	266
2025 Q3	$8.22M	Sell	57,649 -10,809	-16%	-$1.5M	0.05%	223
2025 Q2	$9.2M	Sell	68,458 -83,729	-55%	-$10.3M	0.06%	199
2025 Q1	$17.6M	Sell	152,187 -83,968	-36%	-$9.76M	0.14%	133
2024 Q4	$27M	Buy	236,155 +233,604	+9,157%	+$28.1M	0.26%	86
2024 Q3	$321K	Buy	2,551 +822	+48%	+$99.1K	﹤0.01%	933
2024 Q2	$203K	Buy	+1,729	New	+$203K	﹤0.01%	1102
2016 Q2	–	Sell	-2,682	Closed	-$250K	–	268
2016 Q1	$250K	Sell	2,682 -996	-27%	-$87.5K	0.08%	157
2015 Q4	$342K	Sell	3,678 -12	-0.3%	-$1.13K	0.14%	115
2015 Q3	$335K	Sell	3,690 -360	-9%	-$34.5K	0.15%	111
2015 Q2	$413K	Buy	4,050 +271	+7%	+$28.3K	0.17%	107
2015 Q1	$375K	Buy	3,779 +1,582	+72%	+$154K	0.17%	111
2014 Q4	$209K	Buy	+2,197	New	+$215K	0.14%	147

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

Sequoia Financial Advisors's VSS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.4% in Q2 2026, selling an estimated $166K and leaving 43,099 shares worth $6.65M. The position accounts for 0.03% of the portfolio, ranked #295.

Sequoia Financial Advisors first reported a position in VSS in Q4 2014 and has held it in 15 quarters since. The position peaked at $27M in Q4 2024. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Sequoia Financial Advisors held 43,099 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.65M as of Q2 2026.
Sequoia Financial Advisors sold 1,061 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $166K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #295 holding.
Sequoia Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2014 and has held it in 15 quarters since.
Sequoia Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $27M in Q4 2024.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.