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Strategic Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Strategic Investment Advisors’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 		$6.27M Buy
40,614
+6,098
+18% +$957K 0.38% 44
2026
Q1 		$5.04M Buy
34,516
+4,226
+14% +$639K 0.35% 49
2025
Q4 		$4.34M Buy
30,290
+30,050
+12,521% +$4.28M 0.38% 47
2025
Q3 		$3.96M Sell
240
-31,168
-99% -$4.32M 0.36% 47
2025
Q2 		$4.23M Buy
31,408
+3,827
+14% +$472K 0.41% 40
2025
Q1 		$3.19M Buy
27,581
+2,102
+8% +$244K 0.34% 48
2024
Q4 		$2.92M Buy
25,479
+2,013
+9% +$242K 0.31% 49
2024
Q3 		$2.96M Buy
23,466
+1,430
+6% +$172K 0.32% 49
2024
Q2 		$2.59M Buy
22,036
+1,776
+9% +$208K 0.32% 49
2024
Q1 		$2.37M Buy
20,260
+2,181
+12% +$247K 0.3% 51
2023
Q4 		$2.08M Buy
18,079
+1,774
+11% +$191K 0.3% 53
2023
Q3 		$1.73M Sell
16,305
-13,923
-46% -$1.55M 0.29% 53
2023
Q2 		$3.34M Buy
30,228
+16,015
+113% +$1.76M 0.46% 29
2023
Q1 		$1.55M Buy
14,213
+2,400
+20% +$261K 0.28% 60
2022
Q4 		$1.21M Sell
11,813
-234
-2% -$23.5K 0.25% 70
2022
Q3 		$1.12M Buy
12,047
+92
+0.8% +$9.56K 0.25% 67
2022
Q2 		$1.23M Buy
11,955
+1,026
+9% +$116K 0.25% 65
2022
Q1 		$1.35M Buy
10,929
+960
+10% +$120K 0.26% 68
2021
Q4 		$1.33M Buy
9,969
+1,776
+22% +$240K 0.26% 69
2021
Q3 		$1.09M Buy
8,193
+1,402
+21% +$193K 0.24% 83
2021
Q2 		$927K Buy
6,791
+334
+5% +$45.2K 0.21% 100
2021
Q1 		$829K Buy
6,457
+555
+9% +$70.3K 0.22% 93
2020
Q4 		$719K Buy
+5,902
New +$667K 0.21% 95

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

Strategic Investment Advisors's VSS Position: Q2 2026 in Review

Strategic Investment Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 18% in Q2 2026, buying an estimated $957K and bringing the position to 40,614 shares worth $6.27M. The position accounts for 0.38% of the portfolio, ranked #44.

Strategic Investment Advisors first reported a position in VSS in Q4 2020 and has held it in 23 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Strategic Investment Advisors held 40,614 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.27M as of Q2 2026.
  • Strategic Investment Advisors bought 6,098 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $957K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.38% of Strategic Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Strategic Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.