Sound Financial Strategies Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sound Financial Strategies Group’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	–	Sell	-4,998	Closed	-$716K	–	123
2025 Q4	$716K	Sell	4,998 -20	-0.4%	-$2.85K	0.51%	50
2025 Q3	$715K	Sell	5,018 -119	-2%	-$16.5K	0.52%	58
2025 Q2	$690K	Buy	5,137 +5	+0.1%	+$617	0.58%	70
2025 Q1	$593K	Buy	5,132 +568	+12%	+$66K	0.53%	76
2024 Q4	$522K	Sell	4,564 -471	-9%	-$56.6K	0.44%	71
2024 Q3	$634K	Sell	5,035 -26	-0.5%	-$3.13K	0.51%	64
2024 Q2	$595K	Buy	+5,061	New	+$594K	0.52%	60

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Financial Strategies Group's VSS Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2026, closing a stake of 4,998 shares — an estimated $716K sold.

Sound Financial Strategies Group first reported a position in VSS in Q2 2024 and held it in 7 quarters. The position peaked at $716K in Q4 2025. 700 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Sound Financial Strategies Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2026 after selling out during the quarter.
Sound Financial Strategies Group sold 4,998 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $716K.
Sound Financial Strategies Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2024 and held it in 7 quarters.
Sound Financial Strategies Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $716K in Q4 2025.
700 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.