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

Bedel Financial Consulting’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	$321K	Buy	2,082 +82	+4%	+$12.9K	0.03%	232
2026 Q1	$292K	Hold	2,000	–	–	0.03%	230
2025 Q4	$287K	Buy	2,000 +39	+2%	+$5.55K	0.03%	228
2025 Q3	$280K	Buy	1,961 +9	+0.5%	+$1.25K	0.04%	224
2025 Q2	$262K	Buy	1,952 +9	+0.5%	+$1.11K	0.04%	234
2025 Q1	$239K	Hold	1,943	–	–	0.03%	233
2024 Q4	$227K	Buy	1,943 +36	+2%	+$4.33K	0.03%	243
2024 Q3	$240K	Sell	1,907 -4	-0.2%	-$482	0.03%	231
2024 Q2	$225K	Buy	1,911 +22	+1%	+$2.58K	0.03%	230
2024 Q1	$221K	Hold	1,889	–	–	0.03%	231
2023 Q4	$217K	Buy	+1,889	New	+$203K	0.04%	225
2023 Q3	–	Sell	-1,834	Closed	-$203K	–	243
2023 Q2	$203K	Buy	+1,834	New	+$202K	0.04%	231
2022 Q2	–	Sell	-1,503	Closed	-$186K	–	897
2022 Q1	$186K	Hold	1,503	–	–	0.06%	190
2021 Q4	$201K	Buy	1,503 +28	+2%	+$3.79K	0.06%	189
2021 Q3	$197K	Buy	1,475 +7	+0.5%	+$964	0.07%	185
2021 Q2	$200K	Buy	1,468 +6	+0.4%	+$812	0.07%	180
2021 Q1	$188K	Hold	1,462	–	–	0.07%	179
2020 Q4	$178K	Buy	1,462 +23	+2%	+$2.6K	0.08%	161
2020 Q3	$152K	Buy	1,439 +5	+0.3%	+$521	0.08%	164
2020 Q2	$139K	Hold	1,434	–	–	0.07%	163
2020 Q1	$112K	Sell	1,434 -47	-3%	-$4.67K	0.07%	169
2019 Q4	$165K	Buy	1,481 +27	+2%	+$2.88K	0.09%	157
2019 Q3	$148K	Buy	1,454 +9	+0.6%	+$923	0.09%	165
2019 Q2	$152K	Buy	1,445 +11	+0.8%	+$1.15K	0.09%	157
2019 Q1	$149K	Buy	1,434 +1	+0.1%	+$102	0.1%	156
2018 Q4	$136K	Buy	1,433 +21	+1%	+$2.13K	0.1%	154
2018 Q3	$150K	Buy	1,412 +51	+4%	+$5.82K	0.1%	156
2018 Q2	$157K	Buy	1,361 +9	+0.7%	+$1.08K	0.12%	156
2018 Q1	$161K	Buy	+1,352	New	+$163K	0.12%	152

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bedel Financial Consulting's VSS Position: Q2 2026 in Review

Bedel Financial Consulting increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.1% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,082 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #232.

Bedel Financial Consulting first reported a position in VSS in Q1 2018 and has held it in 29 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Bedel Financial Consulting held 2,082 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $321K as of Q2 2026.
Bedel Financial Consulting bought 82 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $12.9K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #232 holding.
Bedel Financial Consulting first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and has held it in 29 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 Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.