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

Stratos 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
Q1 		$598K Sell
4,104
-24
-0.6% -$3.63K 0.01% 991
2025
Q4 		$592K Sell
4,128
-148
-3% -$21.1K 0.01% 975
2025
Q3 		$610K Sell
4,276
-139
-3% -$19.3K 0.01% 938
2025
Q2 		$593K Sell
4,415
-2,828
-39% -$349K 0.01% 867
2025
Q1 		$837K Sell
7,243
-149
-2% -$17.3K 0.01% 725
2024
Q4 		$846K Sell
7,392
-704
-9% -$84.6K 0.01% 757
2024
Q3 		$1.02M Sell
8,096
-2,713
-25% -$327K 0.01% 676
2024
Q2 		$1.27M Sell
10,809
-592
-5% -$69.5K 0.02% 570
2024
Q1 		$1.33M Sell
11,401
-1,476
-11% -$167K 0.02% 552
2023
Q4 		$1.48M Sell
12,877
-78
-0.6% -$8.38K 0.03% 493
2023
Q3 		$1.38M Buy
12,955
+7,408
+134% +$822K 0.03% 466
2023
Q2 		$613K Buy
+5,547
New +$611K 0.01% 692
2023
Q1 		– Sell
-5,045
Closed -$519K – 1219
2022
Q4 		$519K Buy
5,045
+596
+13% +$59.9K 0.01% 727
2022
Q3 		$413K Sell
4,449
-702
-14% -$73K 0.01% 762
2022
Q2 		$532K Sell
5,151
-505
-9% -$57.3K 0.01% 707
2022
Q1 		$701K Buy
5,656
+3,765
+199% +$472K 0.02% 674
2021
Q4 		$253K Buy
1,891
+67
+4% +$9.06K 0.01% 1072
2021
Q3 		$244K Buy
1,824
+68
+4% +$9.36K 0.01% 1024
2021
Q2 		$240K Buy
+1,756
New +$238K 0.01% 1052
2018
Q4 		– Sell
-1,233
Closed -$138K – 2471
2018
Q3 		$138K Buy
+1,233
New +$141K 0.01% 995
2018
Q2 		– Sell
-1,762
Closed -$210K – 2559
2018
Q1 		$210K Hold
1,762
– – 0.01% 875
2017
Q4 		$210K Buy
+1,762
New +$205K 0.01% 851

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's VSS Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.58% in Q1 2026, selling an estimated $3.63K and leaving 4,104 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #991.

Stratos Wealth Partners first reported a position in VSS in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.48M in Q4 2023. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Stratos Wealth Partners held 4,104 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $598K as of Q1 2026.
  • Stratos Wealth Partners sold 24 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $3.63K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #991 holding.
  • Stratos 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 22 quarters since.
  • Stratos Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.48M in Q4 2023.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.