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 Q2	$379K	Sell	2,454 -536	-18%	-$84.1K	0.06%	180
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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthShield Partners's VSS Position: Q2 2026 in Review

WealthShield Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 18% in Q2 2026, selling an estimated $84.1K and leaving 2,454 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #180.

WealthShield Partners first reported a position in VSS in Q4 2017 and has held it in 16 quarters since. The position peaked at $436K in Q1 2026. 727 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

WealthShield Partners held 2,454 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $379K as of Q2 2026.
WealthShield Partners sold 536 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $84.1K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of WealthShield Partners's portfolio in Q2 2026, its #180 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 16 quarters since.
WealthShield Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $436K in Q1 2026.
727 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.