Sunrise Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sunrise Financial Services’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	$25K	Sell	162 -80	-33%	-$12.6K	0.01%	164
2026 Q1	$35.3K	Buy	242 +80	+49%	+$12.1K	0.03%	137
2025 Q4	$23.2K	Buy	+162	New	+$23.1K	0.02%	146

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

Sunrise Financial Services's VSS Position: Q2 2026 in Review

Sunrise Financial Services reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 33% in Q2 2026, selling an estimated $12.6K and leaving 162 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #164.

Sunrise Financial Services first reported a position in VSS in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.3K in Q1 2026. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Sunrise Financial Services held 162 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $25K as of Q2 2026.
Sunrise Financial Services sold 80 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $12.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #164 holding.
Sunrise Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 3 quarters since.
Sunrise Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $35.3K in Q1 2026.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.