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

Triumph Capital 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 		$290K Sell
1,877
-3,327
-64% -$522K 0.05% 302
2026
Q1 		$759K Buy
5,204
+4,581
+735% +$692K 0.15% 139
2025
Q4 		$89.3K Buy
+623
New +$88.7K 0.02% 461

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Triumph Capital Management's VSS Position: Q2 2026 in Review

Triumph Capital Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 64% in Q2 2026, selling an estimated $522K and leaving 1,877 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #302.

Triumph Capital Management first reported a position in VSS in Q4 2025 and has held it in 3 quarters since. The position peaked at $759K in Q1 2026. 172 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Triumph Capital Management held 1,877 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $290K as of Q2 2026.
  • Triumph Capital Management sold 3,327 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $522K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #302 holding.
  • Triumph Capital Management 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.
  • Triumph Capital Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $759K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.