Columbia River Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Columbia River Financial Group’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	$889K	Sell	5,762 -1,230	-18%	-$193K	0.48%	32
2026 Q1	$1.02M	Buy	6,992 +111	+2%	+$16.8K	0.59%	31
2025 Q4	$986K	Buy	6,881 +113	+2%	+$16.1K	0.61%	30
2025 Q3	$960K	Sell	6,768 -973	-13%	-$135K	0.59%	30
2025 Q2	$1.04M	Sell	7,741 -933	-11%	-$115K	0.67%	27
2025 Q1	$1M	Sell	8,674 -2,414	-22%	-$281K	0.67%	28
2024 Q4	$1.27M	Buy	+11,088	New	+$1.33M	0.87%	25

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

Columbia River Financial Group's VSS Position: Q2 2026 in Review

Columbia River Financial Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 18% in Q2 2026, selling an estimated $193K and leaving 5,762 shares worth $889K. The position accounts for 0.48% of the portfolio, ranked #32.

Columbia River Financial Group first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2024. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Columbia River Financial Group held 5,762 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $889K as of Q2 2026.
Columbia River Financial Group sold 1,230 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $193K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.48% of Columbia River Financial Group's portfolio in Q2 2026, its #32 holding.
Columbia River Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 7 quarters since.
Columbia River Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.27M in Q4 2024.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.