BFC Planning, Inc.’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

BFC Planning, 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	$801K	Buy	5,189 +1	+0%	+$157	0.03%	460
2026 Q1	$756K	Sell	5,188 -406	-7%	-$61.4K	0.03%	439
2025 Q4	$802K	Buy	5,594 +8	+0.1%	+$1.14K	0.04%	421
2025 Q3	$796K	Sell	5,586 -11	-0.2%	-$1.52K	0.06%	281
2025 Q2	$752K	Sell	5,597 -60	-1%	-$7.4K	0.06%	277
2025 Q1	$654K	Buy	5,657 +97	+2%	+$11.3K	0.06%	282
2024 Q4	$637K	Buy	+5,560	New	+$668K	0.05%	283

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

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $89B AUM 37.98% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 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 $59.5B AUM 15.92% 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

BFC Planning, Inc.'s VSS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.02% in Q2 2026, buying an estimated $157 and bringing the position to 5,189 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #460.

BFC Planning, Inc. first reported a position in VSS in Q4 2024 and has held it in 7 quarters since. The position peaked at $802K in Q4 2025. 731 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

BFC Planning, Inc. held 5,189 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $801K as of Q2 2026.
BFC Planning, Inc. bought 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q2 2026, an estimated $157.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #460 holding.
BFC Planning, 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.
BFC Planning, Inc.'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $802K in Q4 2025.
731 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.