Beckerman Institutional’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Beckerman Institutional’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 Q1	$749K	Hold	5,139	–	–	0.4%	57
2025 Q4	$737K	Hold	5,139	–	–	0.41%	53
2025 Q3	$733K	Sell	5,139 -1	-0%	-$138	0.43%	54
2025 Q2	$691K	Hold	5,140	–	–	0.46%	54
2025 Q1	$594K	Buy	5,140 +65	+1%	+$7.55K	0.43%	60
2024 Q4	$581K	Buy	5,075 +151	+3%	+$18.1K	0.47%	58
2024 Q3	$620K	Buy	+4,924	New	+$594K	0.52%	52

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beckerman Institutional's VSS Position: Q1 2026 in Review

Beckerman Institutional held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 5,139 shares worth $749K. The position accounts for 0.4% of the portfolio, ranked #57.

Beckerman Institutional first reported a position in VSS in Q3 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Beckerman Institutional held 5,139 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $749K as of Q1 2026.
Beckerman Institutional left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.4% of Beckerman Institutional's portfolio in Q1 2026, its #57 holding.
Beckerman Institutional first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and has held it in 7 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.