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

HB 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	$2.92M	Buy	18,909 +11,627	+160%	+$1.82M	0.02%	382
2026 Q1	$1.06M	Buy	7,282 +4,265	+141%	+$645K	0.01%	638
2025 Q4	$433K	Buy	+3,017	New	+$430K	﹤0.01%	966
2022 Q2	–	Sell	-2,373	Closed	-$294K	–	630
2022 Q1	$294K	Sell	2,373 -375	-14%	-$47.1K	0.01%	462
2021 Q4	$368K	Buy	+2,748	New	+$372K	0.01%	353

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

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

HB Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 160% in Q2 2026, buying an estimated $1.82M and bringing the position to 18,909 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #382.

HB Wealth Management first reported a position in VSS in Q4 2021 and has held it in 5 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

HB Wealth Management held 18,909 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.92M as of Q2 2026.
HB Wealth Management bought 11,627 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $1.82M.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #382 holding.
HB Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 5 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.