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

Spire 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 		$58.6K Sell
380
-346
-48% -$54.3K ﹤0.01% 1137
2026
Q1 		$106K Hold
726
– – ﹤0.01% 944
2025
Q4 		$104K Sell
726
-641
-47% -$91.3K ﹤0.01% 982
2025
Q3 		$195K Buy
1,367
+34
+3% +$4.71K 0.01% 788
2025
Q2 		$179K Buy
1,333
+2
+0.2% +$247 0.01% 793
2025
Q1 		$154K Hold
1,331
– – ﹤0.01% 885
2024
Q4 		$152K Buy
1,331
+7
+0.5% +$841 ﹤0.01% 896
2024
Q3 		$167K Buy
1,324
+651
+97% +$78.5K 0.01% 778
2024
Q2 		$79.1K Sell
673
-647
-49% -$75.9K ﹤0.01% 966
2024
Q1 		$154K Hold
1,320
– – ﹤0.01% 856
2023
Q4 		$146K Buy
1,320
+6
+0.5% +$645 ﹤0.01% 868
2023
Q3 		$140K Buy
1,314
+1
+0.1% +$111 0.01% 826
2023
Q2 		$145K Sell
1,313
-1
-0.1% -$110 0.01% 835
2023
Q1 		$144K Buy
1,314
+697
+113% +$75.7K 0.01% 840
2022
Q4 		$63K Buy
617
+6
+1% +$603 ﹤0.01% 912
2022
Q3 		$57K Sell
611
-1,210
-66% -$126K ﹤0.01% 906
2022
Q2 		$188K Sell
1,821
-420
-19% -$47.6K 0.01% 793
2022
Q1 		$278K Sell
2,241
-4
-0.2% -$502 0.01% 750
2021
Q4 		$301K Buy
2,245
+273
+14% +$36.9K 0.01% 900
2021
Q3 		$264K Buy
1,972
+36
+2% +$4.96K 0.01% 810
2021
Q2 		$264K Sell
1,936
-421
-18% -$57K 0.01% 829
2021
Q1 		$303K Buy
+2,357
New +$299K 0.01% 862

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 48% in Q2 2026, selling an estimated $54.3K and leaving 380 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Spire Wealth Management first reported a position in VSS in Q1 2021 and has held it in 22 quarters since. The position peaked at $303K in Q1 2021. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Spire Wealth Management held 380 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $58.6K as of Q2 2026.
  • Spire Wealth Management sold 346 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $54.3K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1137 holding.
  • Spire Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $303K in Q1 2021.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.