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

Beaird Harris 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 		$10.3M Sell
66,466
-1,344
-2% -$211K 0.64% 26
2026
Q1 		$9.89M Sell
67,810
-7,549
-10% -$1.14M 0.67% 25
2025
Q4 		$10.8M Sell
75,359
-3,351
-4% -$477K 0.74% 24
2025
Q3 		$11.2M Sell
78,710
-4,519
-5% -$626K 0.8% 24
2025
Q2 		$11.2M Sell
83,229
-2,112
-2% -$261K 0.87% 22
2025
Q1 		$9.87M Sell
85,341
-5,718
-6% -$665K 0.84% 23
2024
Q4 		$10.4M Sell
91,059
-2,108
-2% -$253K 0.9% 24
2024
Q3 		$11.7M Sell
93,167
-13,695
-13% -$1.65M 1.03% 21
2024
Q2 		$12.6M Sell
106,862
-98,423
-48% -$11.6M 1.18% 22
2024
Q1 		$24M Buy
205,285
+9,613
+5% +$1.09M 2.34% 17
2023
Q4 		$22.5M Buy
195,672
+10,831
+6% +$1.16M 2.36% 17
2023
Q3 		$19.6M Buy
184,841
+3,632
+2% +$403K 2.35% 16
2023
Q2 		$20M Sell
181,209
-219
-0.1% -$24.1K 2.4% 15
2023
Q1 		$19.8M Buy
181,428
+2,762
+2% +$300K 3.56% 12
2022
Q4 		$18.4M Buy
178,666
+4,040
+2% +$406K 3.43% 12
2022
Q3 		$16.2M Buy
174,626
+85,802
+97% +$8.92M 3.55% 11
2022
Q2 		$9.17M Buy
88,824
+52,833
+147% +$5.99M 2.53% 12
2022
Q1 		$4.46M Buy
35,991
+25,590
+246% +$3.21M 1.61% 13
2021
Q4 		$1.39M Buy
+10,401
New +$1.41M 0.51% 29

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

Beaird Harris Wealth Management's VSS Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2% in Q2 2026, selling an estimated $211K and leaving 66,466 shares worth $10.3M. The position accounts for 0.64% of the portfolio, ranked #26.

Beaird Harris Wealth Management first reported a position in VSS in Q4 2021 and has held it in 19 quarters since. The position peaked at $24M in Q1 2024. 724 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Beaird Harris Wealth Management held 66,466 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $10.3M as of Q2 2026.
  • Beaird Harris Wealth Management sold 1,344 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $211K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.64% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $24M in Q1 2024.
  • 724 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.