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

Elmwood 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	$220K	Hold	1,429	–	–	0.06%	185
2026 Q1	$208K	Hold	1,429	–	–	0.06%	172
2025 Q4	$205K	Buy	+1,429	New	+$204K	0.06%	165
2020 Q2	–	Sell	-50	Closed	-$5.96K	–	353
2020 Q1	$5.96K	Buy	+50	New	+$4.97K	0.01%	213
2019 Q4	–	Sell	-50	Closed	-$5K	–	243
2019 Q3	$5K	Hold	50	–	–	0.01%	210
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	233
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	228
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	230
2018 Q3	$5.61K	Hold	50	–	–	﹤0.01%	226
2018 Q2	$5.77K	Hold	50	–	–	0.01%	217
2018 Q1	$5.96K	Buy	+50	New	+$6.04K	0.01%	213

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

Elmwood Wealth Management's VSS Position: Q2 2026 in Review

Elmwood Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 1,429 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #185.

Elmwood Wealth Management first reported a position in VSS in Q1 2018 and has held it in 11 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Elmwood Wealth Management held 1,429 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $220K as of Q2 2026.
Elmwood Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #185 holding.
Elmwood Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and has held it in 11 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 Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.