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

Uptown 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	$3.22M	Buy	20,899 +280	+1%	+$43.9K	2.12%	14
2026 Q1	$3.01M	Buy	20,619 +1,385	+7%	+$209K	2.39%	13
2025 Q4	$2.76M	Buy	19,234 +530	+3%	+$75.5K	1.98%	14
2025 Q3	$2.67M	Buy	18,704 +283	+2%	+$39.2K	2.2%	14
2025 Q2	$2.48M	Sell	18,421 -596	-3%	-$73.5K	2.12%	15
2025 Q1	$2.2M	Buy	19,017 +469	+3%	+$54.5K	2.24%	13
2024 Q4	$2.12M	Buy	+18,548	New	+$2.23M	2.29%	13

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

PPW

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

Uptown Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.4% in Q2 2026, buying an estimated $43.9K and bringing the position to 20,899 shares worth $3.22M. The position accounts for 2.12% of the portfolio, ranked #14.

Uptown Financial Advisors first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Uptown Financial Advisors held 20,899 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.22M as of Q2 2026.
Uptown Financial Advisors bought 280 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $43.9K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.12% of Uptown Financial Advisors's portfolio in Q2 2026, its #14 holding.
Uptown Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.