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

Sincerus Advisory’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	$2.29M	Buy	14,868 +255	+2%	+$40K	1.56%	19
2026 Q1	$2.13M	Buy	14,613 +481	+3%	+$72.7K	1.61%	19
2025 Q4	$2.03M	Buy	14,132 +333	+2%	+$47.4K	1.63%	19
2025 Q3	$1.97M	Buy	13,799 +188	+1%	+$26K	1.68%	19
2025 Q2	$1.87M	Sell	13,611 -508	-4%	-$62.7K	1.75%	16
2025 Q1	$1.63M	Buy	14,119 +419	+3%	+$48.7K	1.72%	17
2024 Q4	$1.57M	Buy	+13,700	New	+$1.65M	1.68%	16

Other funds holding VSS

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Sincerus Advisory's VSS Position: Q2 2026 in Review

Sincerus Advisory increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.7% in Q2 2026, buying an estimated $40K and bringing the position to 14,868 shares worth $2.29M. The position accounts for 1.56% of the portfolio, ranked #19.

Sincerus Advisory first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Sincerus Advisory held 14,868 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.29M as of Q2 2026.
Sincerus Advisory bought 255 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $40K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.56% of Sincerus Advisory's portfolio in Q2 2026, its #19 holding.
Sincerus Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.