Summit Wealth Group (Colorado)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Summit Wealth Group (Colorado)’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	$568K	Sell	3,679 -8	-0.2%	-$1.25K	0.05%	199
2026 Q1	$538K	Sell	3,687 -103	-3%	-$15.6K	0.06%	174
2025 Q4	$543K	Buy	+3,790	New	+$540K	0.07%	136
2025 Q3	–	Sell	-4,210	Closed	-$566K	–	630
2025 Q2	$566K	Buy	+4,210	New	+$519K	0.14%	121

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

Summit Wealth Group (Colorado)'s VSS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.22% in Q2 2026, selling an estimated $1.25K and leaving 3,679 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #199.

Summit Wealth Group (Colorado) first reported a position in VSS in Q2 2025 and has held it in 4 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Summit Wealth Group (Colorado) held 3,679 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $568K as of Q2 2026.
Summit Wealth Group (Colorado) sold 8 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $1.25K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #199 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 4 quarters since.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.