Wealth Enhancement Advisory Services
VSS icon

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

Wealth Enhancement Advisory Services’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 		$2.45M Sell
15,981
-2,028
-11% -$317K ﹤0.01% 1536
2026
Q2 		$2.79M Buy
18,009
+313
+2% +$49.1K ﹤0.01% 1369
2026
Q1 		$2.6M Sell
17,696
-12,587
-42% -$1.9M 0.01% 1250
2025
Q4 		$4.44M Buy
30,283
+3,671
+14% +$523K 0.01% 1075
2025
Q3 		$3.81M Buy
26,612
+2,497
+10% +$346K 0.01% 1094
2025
Q2 		$3.26M Sell
24,115
-525
-2% -$64.8K 0.01% 1105
2025
Q1 		$2.85M Sell
24,640
-7,327
-23% -$852K 0.01% 1067
2024
Q4 		$3.66M Buy
31,967
+753
+2% +$90.5K 0.01% 915
2024
Q3 		$3.93M Buy
31,214
+1,861
+6% +$224K 0.01% 806
2024
Q2 		$3.45M Sell
29,353
-301
-1% -$35.3K 0.01% 802
2024
Q1 		$3.46M Sell
29,654
-199
-0.7% -$22.5K 0.01% 770
2023
Q4 		$3.43M Buy
29,853
+2,542
+9% +$273K 0.01% 716
2023
Q3 		$2.9M Buy
27,311
+18,893
+224% +$2.1M 0.01% 730
2023
Q2 		$930K Sell
8,418
-12,362
-59% -$1.36M 0.01% 270
2023
Q1 		$2.27M Buy
20,780
+1,365
+7% +$148K 0.03% 201
2022
Q4 		$2.15M Buy
19,415
+1,842
+10% +$185K 0.03% 168
2022
Q3 		$1.65M Buy
17,573
+4,995
+40% +$519K 0.02% 187
2022
Q2 		$1.3M Buy
12,578
+6,022
+92% +$683K 0.02% 235
2022
Q1 		$825K Buy
+6,556
New +$823K 0.01% 252

Other funds holding VSS

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's VSS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 11% in Q3 2026, selling an estimated $317K and leaving 15,981 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Wealth Enhancement Advisory Services first reported a position in VSS in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.44M in Q4 2025. 527 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,981 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.45M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,028 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $317K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1536 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.44M in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.