E&R Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

E&R Wealth Management’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	$7.77M	Buy	50,360 +4,471	+10%	+$701K	6.59%	6
2026 Q1	$6.69M	Buy	45,889 +694	+2%	+$105K	6.66%	6
2025 Q4	$6.48M	Buy	+45,195	New	+$6.44M	6.76%	6

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

E&R Wealth Management's VSS Position: Q2 2026 in Review

E&R Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 9.7% in Q2 2026, buying an estimated $701K and bringing the position to 50,360 shares worth $7.77M. The position accounts for 6.59% of the portfolio, ranked #6.

E&R Wealth Management first reported a position in VSS in Q4 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

E&R Wealth Management held 50,360 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $7.77M as of Q2 2026.
E&R Wealth Management bought 4,471 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $701K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 6.59% of E&R Wealth Management's portfolio in Q2 2026, its #6 holding.
E&R Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 3 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 E&R Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.