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

Stage Harbor Financial’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	$415K	Hold	2,844	–	–	0.27%	38
2025 Q4	$408K	Sell	2,844 -663	-19%	-$94.4K	0.27%	41
2025 Q3	$500K	Sell	3,507 -117	-3%	-$16.2K	0.37%	34
2025 Q2	$487K	Sell	3,624 -236	-6%	-$29.1K	0.4%	31
2025 Q1	$446K	Buy	+3,860	New	+$449K	0.38%	35

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

Stage Harbor Financial's VSS Position: Q1 2026 in Review

Stage Harbor Financial held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 2,844 shares worth $415K. The position accounts for 0.27% of the portfolio, ranked #38.

Stage Harbor Financial first reported a position in VSS in Q1 2025 and has held it in 5 quarters since. The position peaked at $500K in Q3 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Stage Harbor Financial held 2,844 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $415K as of Q1 2026.
Stage Harbor Financial left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.27% of Stage Harbor Financial's portfolio in Q1 2026, its #38 holding.
Stage Harbor Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2025 and has held it in 5 quarters since.
Stage Harbor Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $500K in Q3 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.