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

Fiduciary Advisors 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 Q2	$4.58M	Buy	29,652 +2,069	+8%	+$325K	3.08%	12
2026 Q1	$4.02M	Buy	27,583 +1,923	+7%	+$291K	3.02%	14
2025 Q4	$3.68M	Buy	25,660 +1,703	+7%	+$243K	2.8%	14
2025 Q3	$3.42M	Sell	23,957 -482	-2%	-$66.8K	2.76%	14
2025 Q2	$3.28M	Buy	24,439 +856	+4%	+$106K	2.89%	14
2025 Q1	$2.73M	Buy	23,583 +906	+4%	+$105K	2.69%	13
2024 Q4	$2.6M	Buy	+22,677	New	+$2.72M	2.61%	13

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

Fiduciary Advisors Inc's VSS Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7.5% in Q2 2026, buying an estimated $325K and bringing the position to 29,652 shares worth $4.58M. The position accounts for 3.08% of the portfolio, ranked #12.

Fiduciary Advisors Inc first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Fiduciary Advisors Inc held 29,652 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.58M as of Q2 2026.
Fiduciary Advisors Inc bought 2,069 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $325K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 3.08% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #12 holding.
Fiduciary Advisors Inc 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.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.