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Summit Financial Strategies’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Summit Financial Strategies’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
Q3 		$3.17M Buy
20,448
+3,743
+22% +$585K 0.22% 38
2026
Q2 		$2.58M Buy
16,705
+1,684
+11% +$264K 0.18% 45
2026
Q1 		$2.19M Buy
15,021
+3,190
+27% +$482K 0.17% 48
2025
Q4 		$1.7M Buy
11,831
+1,759
+17% +$251K 0.14% 53
2025
Q3 		$1.44M Buy
10,072
+271
+3% +$37.5K 0.12% 56
2025
Q2 		$1.32M Buy
9,801
+77
+0.8% +$9.5K 0.12% 55
2025
Q1 		$1.12M Buy
9,724
+1,466
+18% +$170K 0.11% 55
2024
Q4 		$945K Buy
8,258
+1,485
+22% +$178K 0.1% 60
2024
Q3 		$853K Sell
6,773
-67
-1% -$8.08K 0.1% 62
2024
Q2 		$804K Buy
6,840
+922
+16% +$108K 0.1% 63
2024
Q1 		$691K Buy
5,918
+605
+11% +$68.5K 0.1% 68
2023
Q4 		$611K Buy
5,313
+1,755
+49% +$189K 0.09% 66
2023
Q3 		$378K Buy
3,558
+827
+30% +$91.8K 0.07% 85
2023
Q2 		$302K Buy
2,731
+341
+14% +$37.6K 0.06% 99
2023
Q1 		$261K Buy
+2,390
New +$260K 0.05% 100
2022
Q2 		– Sell
-1,722
Closed -$213K – 133
2022
Q1 		$213K Buy
1,722
+15
+0.9% +$1.88K 0.04% 112
2021
Q4 		$229K Buy
1,707
+52
+3% +$7.04K 0.04% 110
2021
Q3 		$221K Sell
1,655
-370
-18% -$50.9K 0.04% 109
2021
Q2 		$276K Buy
+2,025
New +$274K 0.05% 99
2021
Q1 		– Sell
-1,895
Closed -$231K – 81
2020
Q4 		$231K Sell
1,895
-24
-1% -$2.71K 0.08% 73
2020
Q3 		$202K Buy
+1,919
New +$200K 0.08% 73

Other funds holding VSS

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Summit Financial Strategies's VSS Position: Q3 2026 in Review

Summit Financial Strategies increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 22% in Q3 2026, buying an estimated $585K and bringing the position to 20,448 shares worth $3.17M. The position accounts for 0.22% of the portfolio, ranked #38.

Summit Financial Strategies first reported a position in VSS in Q3 2020 and has held it in 21 quarters since. 88 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Summit Financial Strategies held 20,448 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.17M as of Q3 2026.
  • Summit Financial Strategies bought 3,743 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $585K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.22% of Summit Financial Strategies's portfolio in Q3 2026, its #38 holding.
  • Summit Financial Strategies first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and has held it in 21 quarters since.
  • 88 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.