VFA
VSS icon

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

Valeo 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
Q3 		$513K Buy
3,306
+2
+0.1% +$312 0.01% 454
2026
Q2 		$510K Buy
3,304
+7
+0.2% +$1.1K 0.01% 445
2026
Q1 		$481K Hold
3,297
– – 0.01% 427
2025
Q4 		$473K Buy
3,297
+63
+2% +$8.97K 0.01% 479
2025
Q3 		$461K Sell
3,234
-287
-8% -$39.7K 0.01% 482
2025
Q2 		$473K Buy
+3,521
New +$434K 0.01% 466
2023
Q4 		– Sell
-3,453
Closed -$367K – 725
2023
Q3 		$367K Buy
+3,453
New +$383K 0.02% 406
2021
Q4 		– Sell
-1,549
Closed -$207K – 648
2021
Q3 		$207K Buy
+1,549
New +$213K 0.01% 493
2021
Q2 		– Sell
-1,294
Closed -$166K – 1802
2021
Q1 		$166K Buy
1,294
+96
+8% +$12.2K 0.01% 485
2020
Q4 		$146K Buy
1,198
+108
+10% +$12.2K 0.01% 481
2020
Q3 		$115K Buy
1,090
+23
+2% +$2.4K 0.01% 445
2020
Q2 		$103K Buy
1,067
+1,063
+26,575% +$95K 0.01% 502
2020
Q1 		$0 Sell
4
-10
-71% -$995 ﹤0.01% 1930
2019
Q4 		$2K Hold
14
– – ﹤0.01% 1490
2019
Q3 		$1K Buy
14
+12
+600% +$1.23K ﹤0.01% 1500
2019
Q2 		$0 Hold
2
– – ﹤0.01% 1668
2019
Q1 		$0 Sell
2
-39
-95% -$3.97K ﹤0.01% 1640
2018
Q4 		$4K Sell
41
-539
-93% -$54.7K ﹤0.01% 1171
2018
Q3 		$58K Sell
580
-180
-24% -$20.5K 0.01% 520
2018
Q2 		$86K Buy
760
+462
+155% +$55.3K 0.01% 429
2018
Q1 		$36K Buy
298
+120
+67% +$14.5K 0.01% 562
2017
Q4 		$21K Buy
178
+29
+19% +$3.38K ﹤0.01% 659
2017
Q3 		$17K Buy
+149
New +$16.7K ﹤0.01% 594

Other funds holding VSS

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Valeo Financial Advisors's VSS Position: Q3 2026 in Review

Valeo Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.06% in Q3 2026, buying an estimated $312 and bringing the position to 3,306 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #454.

Valeo Financial Advisors first reported a position in VSS in Q3 2017 and has held it in 23 quarters since. 41 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Valeo Financial Advisors held 3,306 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $513K as of Q3 2026.
  • Valeo Financial Advisors bought 2 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $312.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #454 holding.
  • Valeo 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 23 quarters since.
  • 41 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.