SilverOak Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

SilverOak Wealth Management’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	$1.19M	Buy	7,707 +367	+5%	+$57.6K	0.15%	54
2026 Q1	$1.07M	Sell	7,340 -118	-2%	-$17.8K	0.17%	50
2025 Q4	$1.07M	Buy	7,458 +2,134	+40%	+$304K	0.17%	50
2025 Q3	$759K	Buy	5,324 +1	+0%	+$138	0.13%	51
2025 Q2	$715K	Sell	5,323 -88	-2%	-$10.9K	0.13%	51
2025 Q1	$625K	Sell	5,411 -4,021	-43%	-$467K	0.14%	49
2024 Q4	$1.08M	Buy	9,432 +654	+7%	+$78.6K	0.23%	41
2024 Q3	$1.11M	Sell	8,778 -207	-2%	-$25K	0.25%	39
2024 Q2	$1.06M	Buy	8,985 +711	+9%	+$83.4K	0.25%	40
2024 Q1	$967K	Buy	8,274 +295	+4%	+$33.4K	0.24%	39
2023 Q4	$918K	Buy	+7,979	New	+$857K	0.25%	37

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

SilverOak Wealth Management's VSS Position: Q2 2026 in Review

SilverOak Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 5% in Q2 2026, buying an estimated $57.6K and bringing the position to 7,707 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #54.

SilverOak Wealth Management first reported a position in VSS in Q4 2023 and has held it in 11 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

SilverOak Wealth Management held 7,707 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.19M as of Q2 2026.
SilverOak Wealth Management bought 367 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $57.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.15% of SilverOak Wealth Management's portfolio in Q2 2026, its #54 holding.
SilverOak Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 11 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 SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.