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 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	–	451
2025 Q2	$566K	Buy	+4,210	New	+$519K	0.14%	121

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VSS Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.7% in Q1 2026, selling an estimated $15.6K and leaving 3,687 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #174.

Summit Wealth Group (Colorado) first reported a position in VSS in Q2 2025 and has held it in 3 quarters since. The position peaked at $566K in Q2 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Summit Wealth Group (Colorado) held 3,687 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $538K as of Q1 2026.
Summit Wealth Group (Colorado) sold 103 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $15.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #174 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 3 quarters since.
Summit Wealth Group (Colorado)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $566K in Q2 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.