SFS
VSS icon

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
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

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

Summit Financial Strategies's VSS Position: Q2 2026 in Review

Summit Financial Strategies increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 11% in Q2 2026, buying an estimated $264K and bringing the position to 16,705 shares worth $2.58M. The position accounts for 0.18% of the portfolio, ranked #45.

Summit Financial Strategies first reported a position in VSS in Q3 2020 and has held it in 20 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Summit Financial Strategies held 16,705 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.58M as of Q2 2026.
  • Summit Financial Strategies bought 1,684 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $264K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.18% of Summit Financial Strategies's portfolio in Q2 2026, its #45 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 20 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 Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.