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

Simplicity Wealth’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	$2.29M	Sell	15,723 -162	-1%	-$24.5K	0.13%	162
2025 Q4	$2.28M	Sell	15,885 -348	-2%	-$49.6K	0.14%	164
2025 Q3	$2.31M	Buy	16,233 +5,982	+58%	+$828K	0.13%	168
2025 Q2	$1.38M	Sell	10,251 -4,119	-29%	-$508K	0.06%	267
2025 Q1	$1.66M	Buy	14,370 +3,201	+29%	+$372K	0.13%	181
2024 Q4	$1.28M	Sell	11,169 -929	-8%	-$112K	0.27%	71
2024 Q3	$1.52M	Sell	12,098 -25,660	-68%	-$3.09M	0.14%	137
2024 Q2	$4.44M	Buy	37,758 +563	+2%	+$66.1K	0.1%	200
2024 Q1	$4.35M	Buy	+37,195	New	+$4.21M	0.1%	197

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

Simplicity Wealth's VSS Position: Q1 2026 in Review

Simplicity Wealth reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1% in Q1 2026, selling an estimated $24.5K and leaving 15,723 shares worth $2.29M. The position accounts for 0.13% of the portfolio, ranked #162.

Simplicity Wealth first reported a position in VSS in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.44M in Q2 2024. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Simplicity Wealth held 15,723 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.29M as of Q1 2026.
Simplicity Wealth sold 162 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $24.5K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.13% of Simplicity Wealth's portfolio in Q1 2026, its #162 holding.
Simplicity Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.44M in Q2 2024.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.