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

Transamerica 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	$638K	Sell	4,138 -284	-6%	-$44.6K	0.05%	268
2026 Q1	$645K	Sell	4,422 -225	-5%	-$34K	0.05%	263
2025 Q4	$666K	Buy	4,647 +106	+2%	+$15.1K	0.06%	246
2025 Q3	$647K	Buy	4,541 +234	+5%	+$32.4K	0.05%	220
2025 Q2	$579K	Sell	4,307 -11,319	-72%	-$1.4M	0.05%	188
2025 Q1	$1.81M	Sell	15,626 -358	-2%	-$41.6K	0.18%	113
2024 Q4	$1.83M	Sell	15,984 -541	-3%	-$65K	0.18%	109
2024 Q3	$2.08M	Sell	16,525 -886	-5%	-$107K	0.2%	108
2024 Q2	$2.05M	Hold	17,411	–	–	0.22%	98
2024 Q1	$2.04M	Buy	+17,411	New	+$1.97M	0.21%	105
2018 Q3	–	Sell	-1,981	Closed	-$229K	–	524
2018 Q2	$229K	Buy	+1,981	New	+$237K	0.05%	178
2017 Q4	–	Sell	-3,384	Closed	-$389K	–	450
2017 Q3	$389K	Buy	+3,384	New	+$379K	0.05%	200

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

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

Transamerica Financial Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6.4% in Q2 2026, selling an estimated $44.6K and leaving 4,138 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #268.

Transamerica Financial Advisors first reported a position in VSS in Q3 2017 and has held it in 12 quarters since. The position peaked at $2.08M in Q3 2024. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Transamerica Financial Advisors held 4,138 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $638K as of Q2 2026.
Transamerica Financial Advisors sold 284 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $44.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of Transamerica Financial Advisors's portfolio in Q2 2026, its #268 holding.
Transamerica Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2017 and has held it in 12 quarters since.
Transamerica Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.08M in Q3 2024.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.