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 Q3	$283K	Sell	1,822 -578	-24%	-$90.3K	0.04%	360
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

VisionPoint Advisory Group's VSS Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 24% in Q3 2026, selling an estimated $90.3K and leaving 1,822 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #360.

VisionPoint Advisory Group first reported a position in VSS in Q2 2023 and has held it in 7 quarters since. The position peaked at $428K in Q2 2025. 163 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

VisionPoint Advisory Group held 1,822 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $283K as of Q3 2026.
VisionPoint Advisory Group sold 578 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $90.3K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #360 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 7 quarters since.
VisionPoint Advisory Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $428K in Q2 2025.
163 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.