XY Planning Network’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

XY Planning Network’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	$257K	Buy	+1,668	New	+$262K	0.03%	304

Other funds holding VSS

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

XY Planning Network's VSS Position: Q2 2026 in Review

XY Planning Network opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 1,668 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #304 among its holdings.

238 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

XY Planning Network held 1,668 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $257K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new XY Planning Network position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #304 holding.
238 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.