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

Tobias Financial 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	$4.9M	Sell	31,747 -953	-3%	-$149K	0.62%	29
2026 Q1	$4.77M	Buy	32,700 +8,280	+34%	+$1.25M	0.66%	28
2025 Q4	$3.5M	Buy	24,420 +1,154	+5%	+$164K	0.49%	36
2025 Q3	$3.32M	Buy	23,266 +54	+0.2%	+$7.48K	0.5%	36
2025 Q2	$3.12M	Buy	23,212 +17,192	+286%	+$2.12M	0.53%	36
2025 Q1	$696K	Buy	6,020 +287	+5%	+$33.4K	0.14%	63
2024 Q4	$656K	Buy	5,733 +486	+9%	+$58.4K	0.13%	64
2024 Q3	$661K	Sell	5,247 -47	-0.9%	-$5.67K	0.13%	59
2024 Q2	$622K	Sell	5,294 -148	-3%	-$17.4K	0.13%	61
2024 Q1	$636K	Sell	5,442 -185	-3%	-$20.9K	0.14%	61
2023 Q4	$647K	Sell	5,627 -47	-0.8%	-$5.05K	0.16%	59
2023 Q3	$603K	Buy	5,674 +794	+16%	+$88.1K	0.16%	62
2023 Q2	$539K	Sell	4,880 -101	-2%	-$11.1K	0.15%	62
2023 Q1	$544K	Sell	4,981 -53	-1%	-$5.76K	0.16%	59
2022 Q4	$518K	Sell	5,034 -2,089	-29%	-$210K	0.17%	62
2022 Q3	$661K	Sell	7,123 -80	-1%	-$8.32K	0.23%	57
2022 Q2	$743K	Buy	+7,203	New	+$817K	0.25%	52

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

Tobias Financial Advisors's VSS Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.9% in Q2 2026, selling an estimated $149K and leaving 31,747 shares worth $4.9M. The position accounts for 0.62% of the portfolio, ranked #29.

Tobias Financial Advisors first reported a position in VSS in Q2 2022 and has held it in 17 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Tobias Financial Advisors held 31,747 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.9M as of Q2 2026.
Tobias Financial Advisors sold 953 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $149K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.62% of Tobias Financial Advisors's portfolio in Q2 2026, its #29 holding.
Tobias Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and has held it in 17 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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