WFA
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Wellspring Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wellspring Financial Advisors’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 		$200K Buy
+1,299
New +$204K 0.01% 269
2024
Q1 		– Sell
-2,950
Closed -$339K – 153
2023
Q4 		$339K Buy
+2,950
New +$317K 0.08% 93

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Wellspring Financial Advisors's VSS Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 1,299 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Wellspring Financial Advisors previously reported a position in VSS as recently as Q4 2023.

Wellspring Financial Advisors first reported a position in VSS in Q4 2023 and has held it in 2 quarters since. The position peaked at $339K in Q4 2023. 197 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Wellspring Financial Advisors held 1,299 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $200K as of Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Wellspring Financial Advisors position in Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #269 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 2 quarters since.
  • Wellspring Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $339K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.