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 Q3	$275K	Hold	1,774	–	–	0.15%	36
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

BCO Wealth Management's VSS Position: Q3 2026 in Review

BCO Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2026 at 1,774 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #36.

BCO Wealth Management first reported a position in VSS in Q2 2025 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

BCO Wealth Management held 1,774 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $275K as of Q3 2026.
BCO Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.15% of BCO Wealth Management's portfolio in Q3 2026, its #36 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 6 quarters since.
290 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.