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

United Capital 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 Q1	$875K	Sell	6,002 -85	-1%	-$12.8K	0.01%	809
2025 Q4	$872K	Buy	6,087 +1,678	+38%	+$239K	0.01%	786
2025 Q3	$629K	Sell	4,409 -611	-12%	-$84.6K	﹤0.01%	793
2025 Q2	$675K	Sell	5,020 -74	-1%	-$9.13K	0.01%	709
2025 Q1	$589K	Buy	5,094 +74	+1%	+$8.6K	0.01%	698
2024 Q4	$575K	Sell	5,020 -610	-11%	-$73.3K	﹤0.01%	694
2024 Q3	$709K	Sell	5,630 -653	-10%	-$78.7K	0.01%	630
2024 Q2	$738K	Sell	6,283 -2,165	-26%	-$254K	0.01%	608
2024 Q1	$987K	Sell	8,448 -5,363	-39%	-$607K	0.01%	559
2023 Q4	$1.59M	Sell	13,811 -31,572	-70%	-$3.39M	0.01%	463
2023 Q3	$4.82M	Sell	45,383 -15,091	-25%	-$1.68M	0.03%	303
2023 Q2	$6.68M	Sell	60,474 -15,535	-20%	-$1.71M	0.04%	280
2023 Q1	$8.3M	Sell	76,009 -25,758	-25%	-$2.8M	0.05%	262
2022 Q4	$10.5M	Sell	101,767 -23,535	-19%	-$2.37M	0.06%	243
2022 Q3	$11.6M	Sell	125,302 -7,895	-6%	-$821K	0.07%	221
2022 Q2	$13.7M	Buy	133,197 +568	+0.4%	+$64.4K	0.08%	213
2022 Q1	$16.4M	Sell	132,629 -6,314	-5%	-$792K	0.08%	212
2021 Q4	$18.6M	Buy	138,943 +936	+0.7%	+$127K	0.09%	206
2021 Q3	$18.4M	Sell	138,007 -2,616	-2%	-$360K	0.09%	199
2021 Q2	$19.2M	Buy	140,623 +452	+0.3%	+$61.2K	0.1%	195
2021 Q1	$18M	Buy	140,171 +1,072	+0.8%	+$136K	0.1%	195
2020 Q4	$16.9M	Buy	139,099 +5,719	+4%	+$647K	0.1%	195
2020 Q3	$14M	Sell	133,380 -2,967	-2%	-$309K	0.09%	209
2020 Q2	$13.2M	Sell	136,347 -9,466	-6%	-$846K	0.1%	211
2020 Q1	$11.4M	Sell	145,813 -85,077	-37%	-$8.46M	0.09%	214
2019 Q4	$25.7M	Buy	230,890 +25,796	+13%	+$2.75M	0.17%	140
2019 Q3	$20.9M	Buy	205,094 +31,622	+18%	+$3.24M	0.15%	163
2019 Q2	$18.3M	Sell	173,472 -1,017	-0.6%	-$106K	0.12%	184
2019 Q1	$18.2M	Buy	174,489 +783	+0.5%	+$79.7K	0.13%	175
2018 Q4	$16.4M	Buy	173,706 +311	+0.2%	+$31.5K	0.13%	163
2018 Q3	$19.4M	Buy	173,395 +278	+0.2%	+$31.7K	0.14%	164
2018 Q2	$20M	Sell	173,117 -1,828	-1%	-$219K	0.15%	151
2018 Q1	$20.9M	Sell	174,945 -6,802	-4%	-$822K	0.16%	148
2017 Q4	$21.7M	Sell	181,747 -1,301	-0.7%	-$152K	0.17%	138
2017 Q3	$21M	Sell	183,048 -3,117	-2%	-$349K	0.18%	131
2017 Q2	$20.1M	Sell	186,165 -2,282	-1%	-$243K	0.18%	123
2017 Q1	$19.3M	Sell	188,447 -348	-0.2%	-$34.7K	0.18%	122
2016 Q4	$17.8M	Sell	188,795 -3,377	-2%	-$323K	0.17%	125
2016 Q3	$19.1M	Buy	192,172 +6,514	+4%	+$634K	0.19%	125
2016 Q2	$17.3M	Sell	185,658 -1,421	-0.8%	-$135K	0.18%	127
2016 Q1	$17.5M	Buy	187,079 +3,294	+2%	+$289K	0.19%	105
2015 Q4	$17.1M	Buy	183,785 +69,276	+60%	+$6.54M	0.2%	105
2015 Q3	$10.4M	Buy	114,509 +7,928	+7%	+$759K	0.12%	183
2015 Q2	$10.9M	Buy	106,581 +6,839	+7%	+$715K	0.13%	194
2015 Q1	$10.5M	Sell	99,742 -5,803	-5%	-$566K	0.13%	205
2014 Q4	$10.1M	Buy	105,545 +48,303	+84%	+$4.73M	0.15%	164
2014 Q3	$5.85M	Buy	57,242 +43,427	+314%	+$4.7M	0.1%	227
2014 Q2	$1.54M	Buy	13,815 +4,284	+45%	+$466K	0.03%	471
2014 Q1	$1.02M	Buy	+9,531	New	+$994K	0.02%	489
2013 Q3	–	Sell	-3,113	Closed	-$278K	–	750
2013 Q2	$278K	Buy	+3,113	New	+$293K	0.01%	616

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's VSS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.4% in Q1 2026, selling an estimated $12.8K and leaving 6,002 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #809.

United Capital Financial Advisors first reported a position in VSS in Q2 2013 and has held it in 50 quarters since. The position peaked at $25.7M in Q4 2019. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

United Capital Financial Advisors held 6,002 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $875K as of Q1 2026.
United Capital Financial Advisors sold 85 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $12.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #809 holding.
United Capital Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and has held it in 50 quarters since.
United Capital Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $25.7M in Q4 2019.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.