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

United Financial Planning Group’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	$35.3K	Buy	229 +1	+0.4%	+$157	0.02%	124
2026 Q1	$33.2K	Sell	228 -16	-7%	-$2.42K	0.02%	104
2025 Q4	$34.9K	Buy	244 +5	+2%	+$712	0.02%	109
2025 Q3	$34.1K	Buy	+239	New	+$33.1K	0.02%	98

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

United Financial Planning Group's VSS Position: Q2 2026 in Review

United Financial Planning Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.44% in Q2 2026, buying an estimated $157 and bringing the position to 229 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #124.

United Financial Planning Group first reported a position in VSS in Q3 2025 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

United Financial Planning Group held 229 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $35.3K as of Q2 2026.
United Financial Planning Group bought 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q2 2026, an estimated $157.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #124 holding.
United Financial Planning Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and has held it in 4 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 United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.