Explore more topics
Public ownership evidence

Vanguard FTSE All-World EX-US Small-Cap Index Fund (VSS) Ownership Disclosures

Read VSS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-291,847$213,518None
Corient Private Wealth LP2026-06-302026-08-2817,638$2,721,367None
Corient Private Wealth LP2026-06-302026-08-2849,862$7,693,175None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-288,703$615,662None
Redwood Investment Management, LLC2024-12-312026-08-2834,739$3,977,000None
Redwood Investment Management, LLC2025-03-312026-08-2834,739$4,016,000None
Dakota Wealth Management2025-09-302026-08-271,584$225,800None
Dakota Wealth Management2025-12-312026-08-272,064$295,834None
Dakota Wealth Management2026-03-312026-08-272,064$300,911None
Redwood Investment Management, LLC2025-06-302026-08-27164,883$22,159,000None
Redwood Investment Management, LLC2025-09-302026-08-27127,388$18,159,000None
Redwood Investment Management, LLC2025-12-312026-08-27113,693$16,296,000None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2631,747$4,898,191None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21160$24,686None
Kingsview Wealth Management, LLC2026-06-302026-08-2025,477$3,930,920None
Kingsview Wealth Management, LLC2026-06-302026-08-2042,843$6,610,246None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20223,565$34,493,817None
Beacon Pointe Advisors, LLC2026-06-302026-08-1972,368$11,165,721None
JDM Financial Group LLC2026-06-302026-08-19434$66,962None
Jacobs Equity LLC2026-06-302026-08-1810,900$1,681,761None
Strive Financial Group ,LLC2026-06-302026-08-18315$48,601None
Comprehensive Money Management Services LLC2026-06-302026-08-183,439$530,603None
Payne Capital Management, LLC2026-06-302026-08-1813,202$2,037,001None
Corient Private Wealth LP2026-06-302026-08-1870,459$10,871,051None
Asset Allocation Strategies LLC2026-06-302026-08-187,587$1,170,636None
Redwood Investment Management, LLC2026-06-302026-08-18100,174$15,456,000None
Empowered Funds, LLC2026-06-302026-08-1811,027$1,701,356None
Empowered Funds, LLC2026-06-302026-08-18747$115,255None
Pure Financial Advisors, LLC2026-06-302026-08-187,877$1,215,265None
Transamerica Financial Advisors, LLC2026-06-302026-08-184,138$638,462None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,477$844,718None
Equitable Holdings, Inc.2026-06-302026-08-182,594$400,199None
Wellington Grp LLC2026-06-302026-08-15516$75,228None
Womack Financial LLC2026-06-302026-08-1532,798$5,060,403None
Sequent Planning LLC2026-06-302026-08-152,144$330,771None
Alpine Global Management, LLC2026-06-302026-08-152,125$327,866None
AMERIFLEX GROUP, INC.2026-06-302026-08-1582$12,625None
Synergy Investment Management, LLC2026-06-302026-08-15116$17,898None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1590$13,886None
Modern Wealth Management, LLC2026-06-302026-08-151,609$248,312None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-150$11None
Basecamp Wealth Advisors LLC2026-06-302026-08-1517$2,623None
MorganRosel Wealth Management, LLC2026-06-302026-08-152,829$436,486None
Mutual Advisors, LLC2026-06-302026-08-154,130$637,180None
Advyzon Investment Management, LLC2026-06-302026-08-1570$10,800None
Advyzon Investment Management, LLC2026-06-302026-08-151,845$284,602None
VANCE WEALTH, LLC2026-06-302026-08-1510,064$1,552,775None
AIRE ADVISORS, LLC2026-06-302026-08-153,013$464,885None
Ameritas Advisory Services, LLC2026-06-302026-08-152,547$393,013None
CSM Advisors, LLC2026-06-302026-08-152,350$363,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.