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

WealthShield Partners’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 		$436K Buy
2,990
+464
+18% +$70.1K 0.05% 252
2025
Q4 		$362K Sell
2,526
-51
-2% -$7.26K 0.04% 270
2025
Q3 		$367K Hold
2,577
– – 0.04% 265
2025
Q2 		$346K Sell
2,577
-390
-13% -$48.1K 0.04% 266
2025
Q1 		$343K Buy
2,967
+145
+5% +$16.9K 0.04% 257
2024
Q4 		$323K Sell
2,822
-28
-1% -$3.36K 0.05% 241
2024
Q3 		$359K Buy
2,850
+1
+0% +$121 0.05% 230
2024
Q2 		$335K Sell
2,849
-451
-14% -$52.9K 0.05% 231
2024
Q1 		$386K Buy
3,300
+1
+0% +$113 0.06% 215
2023
Q4 		$379K Buy
+3,299
New +$355K 0.06% 221
2019
Q1 		– Sell
-330
Closed -$31K – 291
2018
Q4 		$31K Buy
330
+289
+705% +$29.3K 0.02% 178
2018
Q3 		$5K Hold
41
– – ﹤0.01% 228
2018
Q2 		$5K Hold
41
– – ﹤0.01% 222
2018
Q1 		$5K Hold
41
– – ﹤0.01% 215
2017
Q4 		$5K Buy
+41
New +$4.78K ﹤0.01% 203

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

WealthShield Partners's VSS Position: Q1 2026 in Review

WealthShield Partners increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 18% in Q1 2026, buying an estimated $70.1K and bringing the position to 2,990 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #252.

WealthShield Partners first reported a position in VSS in Q4 2017 and has held it in 15 quarters since. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • WealthShield Partners held 2,990 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $436K as of Q1 2026.
  • WealthShield Partners bought 464 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $70.1K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #252 holding.
  • WealthShield Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and has held it in 15 quarters since.
  • 697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.