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

BCS 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 		$708K Buy
4,588
+648
+16% +$102K 0.13% 139
2026
Q1 		$574K Buy
+3,940
New +$596K 0.12% 147

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BCS Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 16% in Q2 2026, buying an estimated $102K and bringing the position to 4,588 shares worth $708K. The position accounts for 0.13% of the portfolio, ranked #139.

BCS Wealth Management first reported a position in VSS in Q1 2026 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • BCS Wealth Management held 4,588 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $708K as of Q2 2026.
  • BCS Wealth Management bought 648 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $102K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.13% of BCS Wealth Management's portfolio in Q2 2026, its #139 holding.
  • BCS Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.