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

SGL Investment 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	$1.06M	Buy	6,668 +855	+15%	+$134K	0.36%	60
2026 Q1	$946K	Buy	5,813 +618	+12%	+$93.4K	0.35%	60
2025 Q4	$786K	Buy	5,195 +680	+15%	+$96.8K	0.31%	72
2025 Q3	$643K	Buy	4,515 +750	+20%	+$104K	0.27%	85
2025 Q2	$506K	Buy	3,765 +218	+6%	+$26.9K	0.24%	74
2025 Q1	$434K	Buy	3,547 +558	+19%	+$64.9K	0.22%	76
2024 Q4	$350K	Buy	2,989 +143	+5%	+$17.2K	0.18%	83
2024 Q3	$334K	Buy	+2,846	New	+$343K	0.17%	82

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

SGL Investment Advisors's VSS Position: Q2 2026 in Review

SGL Investment Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 15% in Q2 2026, buying an estimated $134K and bringing the position to 6,668 shares worth $1.06M. The position accounts for 0.36% of the portfolio, ranked #60.

SGL Investment Advisors first reported a position in VSS in Q3 2024 and has held it in 8 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

SGL Investment Advisors held 6,668 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.06M as of Q2 2026.
SGL Investment Advisors bought 855 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $134K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.36% of SGL Investment Advisors's portfolio in Q2 2026, its #60 holding.
SGL Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 8 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 SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.