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

Strategic Wealth 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 Q2	$106K	Sell	687 -20	-3%	-$3.14K	0.01%	400
2026 Q1	$103K	Sell	707 -44	-6%	-$6.65K	0.01%	391
2025 Q4	$108K	Buy	751 +305	+68%	+$43.4K	0.01%	394
2025 Q3	$63.6K	Sell	446 -23	-5%	-$3.19K	﹤0.01%	509
2025 Q2	$63K	Buy	+469	New	+$57.9K	0.01%	459
2019 Q4	–	Sell	-316	Closed	-$31	–	503
2019 Q3	$31	Sell	316 -572	-64%	-$58.7K	﹤0.01%	332
2019 Q2	$93K	Sell	888 -88	-9%	-$9.18K	0.04%	186
2019 Q1	$103K	Sell	976 -100	-9%	-$10.2K	0.05%	183
2018 Q4	$107K	Sell	1,076 -228	-17%	-$23.1K	0.05%	164
2018 Q3	$146K	Hold	1,304	–	–	0.08%	149
2018 Q2	$150K	Sell	1,304 -548	-30%	-$65.6K	0.09%	161
2018 Q1	$221K	Sell	1,852 -4,697	-72%	-$567K	0.11%	145
2017 Q4	$762K	Buy	+6,549	New	+$763K	0.42%	87

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 Wealth Partners's VSS Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.8% in Q2 2026, selling an estimated $3.14K and leaving 687 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #400.

Strategic Wealth Partners first reported a position in VSS in Q4 2017 and has held it in 13 quarters since. The position peaked at $762K in Q4 2017. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Strategic Wealth Partners held 687 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $106K as of Q2 2026.
Strategic Wealth Partners sold 20 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $3.14K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #400 holding.
Strategic Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $762K in Q4 2017.
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 Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.