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Beacon Financial Strategies’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Beacon Financial Strategies’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 		$1.24K Hold
8
– – ﹤0.01% 199
2026
Q1 		$1.17K Hold
8
– – ﹤0.01% 168
2025
Q4 		$1.15K Buy
+8
New +$1.14K ﹤0.01% 174

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MIAS
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Natixis Advisors
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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

Beacon Financial Strategies's VSS Position: Q2 2026 in Review

Beacon Financial Strategies held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 8 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Beacon Financial Strategies first reported a position in VSS in Q4 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Beacon Financial Strategies held 8 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.24K as of Q2 2026.
  • Beacon Financial Strategies 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 ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #199 holding.
  • Beacon Financial Strategies first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 3 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 Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.