Benjamin Edwards Inc’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Benjamin Edwards Inc’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	–	Sell	-1,629	Closed	-$237K	–	1483
2026 Q1	$237K	Buy	+1,629	New	+$246K	﹤0.01%	1256
2025 Q3	–	Sell	-1,566	Closed	-$210K	–	1336
2025 Q2	$210K	Buy	+1,566	New	+$193K	﹤0.01%	1105
2022 Q3	–	Sell	-22	Closed	-$2K	–	745
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	675
2022 Q1	$3K	Buy	+22	New	+$2.76K	﹤0.01%	674

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

Benjamin Edwards Inc's VSS Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026, closing a stake of 1,629 shares — an estimated $237K sold.

Benjamin Edwards Inc first reported a position in VSS in Q1 2022 and held it in 4 quarters. The position peaked at $237K in Q1 2026. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Benjamin Edwards Inc reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 1,629 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $237K.
Benjamin Edwards Inc first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 4 quarters.
Benjamin Edwards Inc's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $237K in Q1 2026.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.