VisionPoint Advisory Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

VisionPoint Advisory 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	$370K	Sell	2,400 -103	-4%	-$16.2K	0.06%	315
2026 Q1	$365K	Sell	2,503 -20	-0.8%	-$3.02K	0.07%	280
2025 Q4	$362K	Sell	2,523 -417	-14%	-$59.4K	0.07%	266
2025 Q3	$419K	Sell	2,940 -242	-8%	-$33.5K	0.08%	232
2025 Q2	$428K	Buy	+3,182	New	+$393K	0.09%	205
2023 Q3	–	Sell	-17	Closed	-$1.88K	–	833
2023 Q2	$1.88K	Buy	+17	New	+$1.87K	﹤0.01%	487

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

WMWM

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

VisionPoint Advisory Group's VSS Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.1% in Q2 2026, selling an estimated $16.2K and leaving 2,400 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #315.

VisionPoint Advisory Group first reported a position in VSS in Q2 2023 and has held it in 6 quarters since. The position peaked at $428K in Q2 2025. 135 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

VisionPoint Advisory Group held 2,400 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $370K as of Q2 2026.
VisionPoint Advisory Group sold 103 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $16.2K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #315 holding.
VisionPoint Advisory Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and has held it in 6 quarters since.
VisionPoint Advisory Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $428K in Q2 2025.
135 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.