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 Q2	$1.13M	Buy	7,321 +2,263	+45%	+$355K	0.01%	531
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 $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

Wealthspire Advisors (New York)'s VSS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 45% in Q2 2026, buying an estimated $355K and bringing the position to 7,321 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #531.

Wealthspire Advisors (New York) first reported a position in VSS in Q1 2021 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Wealthspire Advisors (New York) held 7,321 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.13M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,263 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $355K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #531 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 6 quarters since.
728 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.