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 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 $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

Benjamin Edwards Inc's VSS Position: Q1 2026 in Review

Benjamin Edwards Inc opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2026: 1,629 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in VSS as recently as Q2 2025.

Benjamin Edwards Inc first reported a position in VSS in Q1 2022 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Benjamin Edwards Inc held 1,629 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $237K as of Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Benjamin Edwards Inc position in Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1256 holding.
Benjamin Edwards Inc first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and has held it in 4 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 Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.