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

Strategic Investment Solutions’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	$403K	Buy	2,609 +15	+0.6%	+$2.35K	0.09%	106
2026 Q1	$378K	Hold	2,594	–	–	0.09%	107
2025 Q4	$372K	Buy	2,594 +347	+15%	+$49.4K	0.09%	105
2025 Q3	$320K	Buy	+2,247	New	+$311K	0.08%	114

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Strategic Investment Solutions increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.58% in Q2 2026, buying an estimated $2.35K and bringing the position to 2,609 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #106.

Strategic Investment Solutions first reported a position in VSS in Q3 2025 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Strategic Investment Solutions held 2,609 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $403K as of Q2 2026.
Strategic Investment Solutions bought 15 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $2.35K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.09% of Strategic Investment Solutions's portfolio in Q2 2026, its #106 holding.
Strategic Investment Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and has held it in 4 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 Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.