IFC & Insurance Marketing’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

IFC & Insurance Marketing’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	$2.64M	Buy	17,082 +1,216	+8%	+$191K	2.32%	12
2026 Q1	$2.31M	Buy	15,866 +4,764	+43%	+$720K	2.41%	12
2025 Q4	$1.59M	Buy	+11,102	New	+$1.58M	1.58%	12

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

IFC & Insurance Marketing's VSS Position: Q2 2026 in Review

IFC & Insurance Marketing increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7.7% in Q2 2026, buying an estimated $191K and bringing the position to 17,082 shares worth $2.64M. The position accounts for 2.32% of the portfolio, ranked #12.

IFC & Insurance Marketing first reported a position in VSS in Q4 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

IFC & Insurance Marketing held 17,082 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.64M as of Q2 2026.
IFC & Insurance Marketing bought 1,216 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $191K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.32% of IFC & Insurance Marketing's portfolio in Q2 2026, its #12 holding.
IFC & Insurance Marketing first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 3 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 IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.