VW
VSS icon

Vance Wealth’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Vance Wealth’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 		$1.49M Sell
10,192
-1,054
-9% -$159K 0.43% 45
2025
Q4 		$1.61M Sell
11,246
-357
-3% -$50.8K 0.48% 46
2025
Q3 		$1.65M Sell
11,603
-128
-1% -$17.7K 0.51% 43
2025
Q2 		$1.58M Buy
11,731
+372
+3% +$45.9K 0.53% 41
2025
Q1 		$1.31M Sell
11,359
-313
-3% -$36.4K 0.49% 43
2024
Q4 		$1.34M Sell
11,672
-664
-5% -$79.8K 0.52% 38
2024
Q3 		$1.55M Sell
12,336
-170
-1% -$20.5K 0.59% 37
2024
Q2 		$1.47M Sell
12,506
-2,189
-15% -$257K 0.6% 34
2024
Q1 		$1.72M Buy
14,695
+45
+0.3% +$5.09K 0.68% 31
2023
Q4 		$1.69M Buy
14,650
+834
+6% +$89.6K 0.73% 30
2023
Q3 		$1.47M Buy
13,816
+709
+5% +$78.7K 0.69% 31
2023
Q2 		$1.45M Sell
13,107
-1,018
-7% -$112K 0.66% 33
2023
Q1 		$1.54M Sell
14,125
-263
-2% -$28.6K 0.83% 28
2022
Q4 		$1.48M Buy
14,388
+3,022
+27% +$304K 0.92% 27
2022
Q3 		$1.05M Buy
11,366
+1,225
+12% +$127K 0.81% 22
2022
Q2 		$1.05M Buy
+10,141
New +$1.15M 0.81% 23

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vance Wealth's VSS Position: Q1 2026 in Review

Vance Wealth reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 9.4% in Q1 2026, selling an estimated $159K and leaving 10,192 shares worth $1.49M. The position accounts for 0.43% of the portfolio, ranked #45.

Vance Wealth first reported a position in VSS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q1 2024. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Vance Wealth held 10,192 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.49M as of Q1 2026.
  • Vance Wealth sold 1,054 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $159K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.43% of Vance Wealth's portfolio in Q1 2026, its #45 holding.
  • Vance Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and has held it in 16 quarters since.
  • Vance Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.72M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.