Tanager Wealth Management
VSS icon

Tanager Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Tanager Wealth Management’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 		$6.55M Sell
42,218
-591
-1% -$92.3K 0.55% 31
2026
Q2 		$6.61M Sell
42,809
-2,132
-5% -$334K 0.58% 31
2026
Q1 		$6.55M Sell
44,941
-349
-0.8% -$52.8K 0.63% 29
2025
Q4 		$6.49M Sell
45,290
-1,474
-3% -$210K 0.65% 28
2025
Q3 		$6.67M Sell
46,764
-3,865
-8% -$535K 0.7% 28
2025
Q2 		$6.8M Sell
50,629
-2,893
-5% -$357K 0.8% 26
2025
Q1 		$6.19M Sell
53,522
-17,144
-24% -$1.99M 0.8% 24
2024
Q4 		$8.09M Sell
70,666
-56,526
-44% -$6.79M 1.05% 21
2024
Q3 		$16M Buy
127,192
+8,151
+7% +$983K 2.16% 16
2024
Q2 		$14M Buy
119,041
+7,367
+7% +$865K 2.08% 16
2024
Q1 		$13M Buy
111,674
+11,125
+11% +$1.26M 2.11% 16
2023
Q4 		$11.6M Buy
100,549
+3,791
+4% +$407K 2.1% 16
2023
Q3 		$10.3M Buy
96,758
+11,770
+14% +$1.31M 2.13% 16
2023
Q2 		$9.39M Buy
84,988
+2,910
+4% +$321K 2.03% 16
2023
Q1 		$8.97M Buy
82,078
+5,417
+7% +$588K 2.13% 16
2022
Q4 		$7.88M Buy
76,661
+74,425
+3,328% +$7.48M 2.12% 17
2022
Q3 		$208K Buy
+2,236
New +$232K 0.16% 44
2022
Q1 		– Sell
-1,520
Closed -$204K – 42
2021
Q4 		$204K Buy
+1,520
New +$206K 0.15% 41

Other funds holding VSS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Tanager Wealth Management's VSS Position: Q3 2026 in Review

Tanager Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.4% in Q3 2026, selling an estimated $92.3K and leaving 42,218 shares worth $6.55M. The position accounts for 0.55% of the portfolio, ranked #31.

Tanager Wealth Management first reported a position in VSS in Q4 2021 and has held it in 18 quarters since. The position peaked at $16M in Q3 2024. 331 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Tanager Wealth Management held 42,218 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.55M as of Q3 2026.
  • Tanager Wealth Management sold 591 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $92.3K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.55% of Tanager Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Tanager Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Tanager Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16M in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.