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 Q3	$552K	Sell	3,554 -125	-3%	-$19.5K	0.03%	250
2026 Q2	$568K	Sell	3,679 -8	-0.2%	-$1.26K	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

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VSS Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.4% in Q3 2026, selling an estimated $19.5K and leaving 3,554 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #250.

Summit Wealth Group (Colorado) first reported a position in VSS in Q2 2025 and has held it in 5 quarters since. The position peaked at $568K in Q2 2026. 519 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Summit Wealth Group (Colorado) held 3,554 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $552K as of Q3 2026.
Summit Wealth Group (Colorado) sold 125 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $19.5K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #250 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 5 quarters since.
Summit Wealth Group (Colorado)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $568K in Q2 2026.
519 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.