BCO Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

BCO Wealth Management’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	$274K	Hold	1,774	–	–	0.15%	38
2026 Q1	$259K	Hold	1,774	–	–	0.16%	33
2025 Q4	$254K	Sell	1,774 -47	-3%	-$6.69K	0.16%	33
2025 Q3	$260K	Hold	1,821	–	–	0.17%	32
2025 Q2	$245K	Buy	+1,821	New	+$225K	0.17%	30

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

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

DWS

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

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

BCO Wealth Management's VSS Position: Q2 2026 in Review

BCO Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 1,774 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #38.

BCO Wealth Management first reported a position in VSS in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

BCO Wealth Management held 1,774 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $274K as of Q2 2026.
BCO Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.15% of BCO Wealth Management's portfolio in Q2 2026, its #38 holding.
BCO Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.