Stevens Capital Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Stevens Capital Partners’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	$260K	Buy	1,782 +346	+24%	+$52.3K	0.06%	111
2025 Q4	$206K	Sell	1,436 -52	-3%	-$7.41K	0.05%	101
2025 Q3	$212K	Sell	1,488 -43	-3%	-$5.96K	0.06%	91
2025 Q2	$209K	Buy	+1,531	New	+$189K	0.07%	80

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

Stevens Capital Partners's VSS Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 24% in Q1 2026, buying an estimated $52.3K and bringing the position to 1,782 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #111.

Stevens Capital Partners first reported a position in VSS in Q2 2025 and has held it in 4 quarters since. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Stevens Capital Partners held 1,782 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $260K as of Q1 2026.
Stevens Capital Partners bought 346 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $52.3K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of Stevens Capital Partners's portfolio in Q1 2026, its #111 holding.
Stevens Capital Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 4 quarters since.
697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.