TWM
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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tanager Wealth Management's VSS Position: Q2 2026 in Review

Tanager Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.7% in Q2 2026, selling an estimated $334K and leaving 42,809 shares worth $6.61M. The position accounts for 0.58% of the portfolio, ranked #31.

Tanager Wealth Management first reported a position in VSS in Q4 2021 and has held it in 17 quarters since. The position peaked at $16M in Q3 2024. 727 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Tanager Wealth Management held 42,809 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.61M as of Q2 2026.
  • Tanager Wealth Management sold 2,132 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $334K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.58% of Tanager Wealth Management's portfolio in Q2 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 17 quarters since.
  • Tanager Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16M in Q3 2024.
  • 727 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.