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

Gladwyn 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 Q2	$7.49M	Buy	48,568 +689	+1%	+$108K	4.69%	7
2026 Q1	$6.98M	Sell	47,879 -1,301	-3%	-$197K	4.86%	7
2025 Q4	$7.05M	Buy	49,180 +807	+2%	+$115K	4.95%	7
2025 Q3	$6.9M	Buy	48,373 +918	+2%	+$127K	4.95%	7
2025 Q2	$6.38M	Buy	+47,455	New	+$5.85M	4.93%	7

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

Gladwyn Financial Advisors's VSS Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.4% in Q2 2026, buying an estimated $108K and bringing the position to 48,568 shares worth $7.49M. The position accounts for 4.69% of the portfolio, ranked #7.

Gladwyn Financial Advisors first reported a position in VSS in Q2 2025 and has held it in 5 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Gladwyn Financial Advisors held 48,568 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $7.49M as of Q2 2026.
Gladwyn Financial Advisors bought 689 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $108K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 4.69% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #7 holding.
Gladwyn 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 5 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 Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.