Wealthspire Advisors (New York)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wealthspire Advisors (New York)’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	$737K	Buy	5,058 +1,167	+30%	+$176K	0.01%	474
2025 Q4	$558K	Sell	3,891 -3,745	-49%	-$533K	﹤0.01%	576
2025 Q3	$1.09M	Buy	7,636 +4,437	+139%	+$614K	0.01%	371
2025 Q2	$430K	Buy	+3,199	New	+$395K	﹤0.01%	573
2021 Q2	–	Sell	-2,688	Closed	-$345K	–	663
2021 Q1	$345K	Buy	+2,688	New	+$341K	0.01%	511

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s VSS Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 30% in Q1 2026, buying an estimated $176K and bringing the position to 5,058 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #474.

Wealthspire Advisors (New York) first reported a position in VSS in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Wealthspire Advisors (New York) held 5,058 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $737K as of Q1 2026.
Wealthspire Advisors (New York) bought 1,167 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $176K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #474 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.09M in Q3 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.