Golden Bell Financial Planning’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Golden Bell Financial Planning’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 Q1	$1.34M	Sell	9,202 -197	-2%	-$29.8K	1.07%	17
2025 Q4	$1.35M	Sell	9,399 -187	-2%	-$26.6K	1.12%	17
2025 Q3	$1.37M	Sell	9,586 -82	-0.8%	-$11.4K	1.19%	17
2025 Q2	$1.3M	Sell	9,668 -426	-4%	-$52.6K	1.22%	17
2025 Q1	$1.17M	Sell	10,094 -742	-7%	-$86.2K	1.13%	17
2024 Q4	$1.24M	Buy	+10,836	New	+$1.3M	1.25%	17

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden Bell Financial Planning's VSS Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.1% in Q1 2026, selling an estimated $29.8K and leaving 9,202 shares worth $1.34M. The position accounts for 1.07% of the portfolio, ranked #17.

Golden Bell Financial Planning first reported a position in VSS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2025. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Golden Bell Financial Planning held 9,202 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.34M as of Q1 2026.
Golden Bell Financial Planning sold 197 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $29.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.07% of Golden Bell Financial Planning's portfolio in Q1 2026, its #17 holding.
Golden Bell Financial Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 6 quarters since.
Golden Bell Financial Planning's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.37M in Q3 2025.
697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.