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

Independent Financial Group’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	$483K	Buy	3,131 +460	+17%	+$72.2K	0.01%	1011
2026 Q1	$389K	Buy	2,671 +103	+4%	+$15.6K	0.01%	1046
2025 Q4	$368K	Buy	2,568 +241	+10%	+$34.3K	0.01%	1050
2025 Q3	$332K	Buy	2,327 +592	+34%	+$82K	0.01%	1041
2025 Q2	$233K	Buy	+1,735	New	+$214K	0.01%	1150

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

Independent Financial Group's VSS Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 17% in Q2 2026, buying an estimated $72.2K and bringing the position to 3,131 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #1011.

Independent Financial Group first reported a position in VSS in Q2 2025 and has held it in 5 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Independent Financial Group held 3,131 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $483K as of Q2 2026.
Independent Financial Group bought 460 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $72.2K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1011 holding.
Independent Financial Group 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.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.