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Bell Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Bell Investment Advisors’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 		$1.85M Buy
11,982
+22
+0.2% +$3.45K 0.27% 45
2026
Q1 		$1.74M Buy
11,960
+773
+7% +$117K 0.27% 45
2025
Q4 		$1.6M Buy
11,187
+211
+2% +$30.1K 0.25% 47
2025
Q3 		$1.56M Sell
10,976
-25
-0.2% -$3.46K 0.26% 45
2025
Q2 		$1.48M Buy
11,001
+1,371
+14% +$169K 0.25% 45
2025
Q1 		$1.11M Sell
9,630
-188
-2% -$21.9K 0.21% 47
2024
Q4 		$1.12M Buy
9,818
+248
+3% +$29.8K 0.21% 47
2024
Q3 		$1.21M Buy
9,570
+6
+0.1% +$723 0.22% 47
2024
Q2 		$1.12M Sell
9,564
-4,966
-34% -$583K 0.22% 50
2024
Q1 		$1.7M Sell
14,530
-130
-0.9% -$14.7K 0.33% 38
2023
Q4 		$1.69M Buy
14,660
+242
+2% +$26K 0.35% 38
2023
Q3 		$1.53M Buy
14,418
+41
+0.3% +$4.55K 0.34% 37
2023
Q2 		$1.59M Buy
14,377
+75
+0.5% +$8.27K 0.35% 35
2023
Q1 		$1.56M Buy
14,302
+270
+2% +$29.3K 0.37% 31
2022
Q4 		$1.44M Buy
14,032
+6,466
+85% +$650K 0.36% 33
2022
Q3 		$702K Buy
7,566
+5,396
+249% +$561K 0.22% 42
2022
Q2 		$224K Buy
+2,170
New +$246K 0.07% 62
2021
Q4 		$590K Buy
4,402
+1,718
+64% +$232K 0.16% 50
2021
Q3 		$359K Buy
+2,684
New +$369K 0.11% 56

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

Bell Investment Advisors's VSS Position: Q2 2026 in Review

Bell Investment Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.18% in Q2 2026, buying an estimated $3.45K and bringing the position to 11,982 shares worth $1.85M. The position accounts for 0.27% of the portfolio, ranked #45.

Bell Investment Advisors first reported a position in VSS in Q3 2021 and has held it in 19 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Bell Investment Advisors held 11,982 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.85M as of Q2 2026.
  • Bell Investment Advisors bought 22 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $3.45K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.27% of Bell Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • Bell Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2021 and has held it in 19 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 Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.