SFS
VSS icon

Sowell Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sowell Financial Services’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 		$473K Buy
3,068
+47
+2% +$7.37K 0.02% 668
2026
Q1 		$440K Sell
3,021
-205
-6% -$31K 0.02% 679
2025
Q4 		$462K Buy
3,226
+91
+3% +$13K 0.02% 672
2025
Q3 		$447K Sell
3,135
-246
-7% -$34.1K 0.02% 662
2025
Q2 		$454K Buy
3,381
+306
+10% +$37.7K 0.02% 636
2025
Q1 		$355K Buy
+3,075
New +$357K 0.02% 694
2023
Q3 		– Sell
-10,261
Closed -$1.13M – 600
2023
Q2 		$1.13M Sell
10,261
-5,871
-36% -$647K 0.06% 330
2023
Q1 		$1.76M Sell
16,132
-2,585
-14% -$281K 0.14% 181
2022
Q4 		$1.92M Buy
18,717
+2,748
+17% +$276K 0.12% 192
2022
Q3 		$1.48M Buy
+15,969
New +$1.66M 0.15% 176
2022
Q1 		– Sell
-11,177
Closed -$1.5M – 515
2021
Q4 		$1.5M Sell
11,177
-2,973
-21% -$402K 0.09% 255
2021
Q3 		$1.89M Sell
14,150
-438
-3% -$60.3K 0.13% 186
2021
Q2 		$1.99M Sell
14,588
-123,535
-89% -$16.7M 0.13% 187
2021
Q1 		$18.6M Sell
138,123
-7,684
-5% -$974K 0.65% 28
2020
Q4 		$17.8M Buy
145,807
+3,530
+2% +$399K 0.76% 22
2020
Q3 		$15M Buy
142,277
+15,093
+12% +$1.57M 0.75% 24
2020
Q2 		$12.3M Buy
127,184
+60,101
+90% +$5.37M 0.68% 27
2020
Q1 		$5.25M Buy
67,083
+64,909
+2,986% +$6.46M 0.39% 60
2019
Q4 		$242K Buy
2,174
+2,049
+1,639% +$219K 0.02% 654
2019
Q3 		$13K Buy
+125
New +$12.8K ﹤0.01% 1454

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
CM
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
IA
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

Sowell Financial Services's VSS Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.6% in Q2 2026, buying an estimated $7.37K and bringing the position to 3,068 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #668.

Sowell Financial Services first reported a position in VSS in Q3 2019 and has held it in 20 quarters since. The position peaked at $18.6M in Q1 2021. 205 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Sowell Financial Services held 3,068 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $473K as of Q2 2026.
  • Sowell Financial Services bought 47 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $7.37K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #668 holding.
  • Sowell Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2019 and has held it in 20 quarters since.
  • Sowell Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $18.6M in Q1 2021.
  • 205 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.