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 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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 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

Wealth Enhancement Advisory Services's VSS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.8% in Q2 2026, buying an estimated $49.1K and bringing the position to 18,009 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Wealth Enhancement Advisory Services first reported a position in VSS in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.44M in Q4 2025. 170 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Wealth Enhancement Advisory Services held 18,009 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.79M as of Q2 2026.
Wealth Enhancement Advisory Services bought 313 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $49.1K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1369 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 18 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.
170 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.