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

DHJJ Financial 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 Q1	$33.3K	Buy	228 +10	+5%	+$1.51K	0.01%	463
2025 Q4	$31.3K	Buy	218 +5	+2%	+$712	0.01%	457
2025 Q3	$30.4K	Buy	213 +1	+0.5%	+$138	0.01%	437
2025 Q2	$28.5K	Buy	+212	New	+$26.2K	0.01%	427

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

DHJJ Financial Advisors's VSS Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.6% in Q1 2026, buying an estimated $1.51K and bringing the position to 228 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #463.

DHJJ Financial Advisors first reported a position in VSS in Q2 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

DHJJ Financial Advisors held 228 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $33.3K as of Q1 2026.
DHJJ Financial Advisors bought 10 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $1.51K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #463 holding.
DHJJ Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.