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VSS · VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF

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$161.34 +0.68 (+0.42%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $18,201,588
Total Shares: 117,970

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
57.2%
Sep 2023 → Jun 2026 · range 9.0% – 57.2%
+11.6 pts
Top 5
99.0%
Sep 2023 → Jun 2026 · range 31.5% – 100.0%
−1.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 45.1% – 100.0%
0.0 pts
HHI
4,095
Sep 2023 → Jun 2026 · range 304 – 4,095
Highly concentrated+274

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
1
Decreased
0
Sold Out
2
Unchanged
0
Holder count: +4
Institutional value: +853.6%
Shares held: +801.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +1,510 7,483

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 67,500 $10,414,574
TOBIAS FINANCIAL ADVISORS, INC. 31,747 $4,898,244
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 8,703 $1,342,785
CITADEL ADVISORS LLC 1,300 $200,577
Parkside Financial Bank & Trust 1,187 $183,142

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 5,055 $736,967
Dakota Wealth Management 2,064 $300,910
Filter: New 6 Increased 1 Reduced 0 Sold out 2 Unchanged 0
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC VSS $10,414,574 57.22% 67,500
TOBIAS FINANCIAL ADVISORS, INC. VSS $4,898,244 26.91% 31,747
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co VSS $1,342,785 7.38% 8,703
Range Advisory, LLC VSS $1,154,552 6.34% 7,483
CITADEL ADVISORS LLC VSS $200,577 1.10% 1,300
Parkside Financial Bank & Trust VSS $183,142 1.01% 1,187
BROWN, LISLE/CUMMINGS, INC. VSS $7,714 0.04% 50