Sunesis Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sunesis Advisors’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	$460K	Hold	2,982	–	–	0.19%	41
2026 Q1	$435K	Hold	2,982	–	–	0.2%	40
2025 Q4	$427K	Hold	2,982	–	–	0.19%	38
2025 Q3	$425K	Buy	+2,982	New	+$413K	0.2%	35
2025 Q1	$345K	Hold	2,982	–	–	0.19%	36
2024 Q4	$341K	Hold	2,982	–	–	0.21%	34
2024 Q3	$376K	Hold	2,982	–	–	0.23%	34
2024 Q2	$350K	Hold	2,982	–	–	0.21%	37
2024 Q1	$348K	Sell	2,982 -11,129	-79%	-$1.26M	0.2%	40
2023 Q4	$1.62M	Buy	14,111 +13	+0.1%	+$1.4K	0.99%	18
2023 Q3	$1.5M	Buy	+14,098	New	+$1.57M	1.06%	12
2023 Q1	$1.54M	Hold	14,098	–	–	1.11%	11
2022 Q4	$1.45M	Hold	14,098	–	–	0.93%	22
2022 Q3	$1.31M	Hold	14,098	–	–	0.9%	23
2022 Q2	$1.46M	Hold	14,098	–	–	0.95%	22
2022 Q1	$1.75M	Hold	14,098	–	–	1.01%	21
2021 Q4	$1.89M	Hold	14,098	–	–	1.38%	14
2021 Q3	$1.89M	Hold	14,098	–	–	1.46%	16
2021 Q2	$1.92M	Hold	14,098	–	–	1.47%	15
2021 Q1	$1.81M	Sell	14,098 -634	-4%	-$80.3K	1.45%	15
2020 Q4	$1.79M	Hold	14,732	–	–	1.45%	16
2020 Q3	$1.55M	Hold	14,732	–	–	1.38%	16
2020 Q2	$1.42M	Hold	14,732	–	–	1.31%	17
2020 Q1	$1.15M	Sell	14,732 -1,326	-8%	-$132K	1.16%	18
2019 Q4	$1.78M	Hold	16,058	–	–	1.62%	14
2019 Q3	$1.64M	Hold	16,058	–	–	1.7%	14
2019 Q2	$1.69M	Hold	16,058	–	–	1.81%	14
2019 Q1	$1.67M	Hold	16,058	–	–	1.69%	16
2018 Q4	$1.52M	Hold	16,058	–	–	1.66%	15
2018 Q3	$1.8M	Hold	16,058	–	–	1.82%	15
2018 Q2	$1.85M	Buy	+16,058	New	+$1.92M	2.27%	12

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

Sunesis Advisors's VSS Position: Q2 2026 in Review

Sunesis Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 2,982 shares worth $460K. The position accounts for 0.19% of the portfolio, ranked #41.

Sunesis Advisors first reported a position in VSS in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.92M in Q2 2021. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Sunesis Advisors held 2,982 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $460K as of Q2 2026.
Sunesis Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.19% of Sunesis Advisors's portfolio in Q2 2026, its #41 holding.
Sunesis Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2018 and has held it in 31 quarters since.
Sunesis Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.92M in Q2 2021.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.