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

WIT LLC’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	$111M	Buy	719,961 +61,413	+9%	+$9.63M	1.77%	10
2026 Q1	$96M	Hold	658,548	–	–	1.81%	9
2025 Q4	$94.4M	Hold	658,548	–	–	1.89%	7
2025 Q3	$93.9M	Hold	658,548	–	–	2.13%	6
2025 Q2	$88.5M	Buy	658,548 +174,452	+36%	+$21.5M	2.19%	6
2025 Q1	$56M	Buy	+484,096	New	+$56.3M	1.59%	10

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

WIT LLC's VSS Position: Q2 2026 in Review

WIT LLC increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 9.3% in Q2 2026, buying an estimated $9.63M and bringing the position to 719,961 shares worth $111M. The position accounts for 1.77% of the portfolio, ranked #10.

WIT LLC first reported a position in VSS in Q1 2025 and has held it in 6 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

WIT LLC held 719,961 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $111M as of Q2 2026.
WIT LLC bought 61,413 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $9.63M.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.77% of WIT LLC's portfolio in Q2 2026, its #10 holding.
WIT LLC first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2025 and has held it in 6 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on WIT LLC's 13F filing for Q2 2026, filed 14 Aug 2026.