JWCA
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J.W. Cole Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

J.W. Cole 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 		$964K Buy
+6,245
New +$980K 0.02% 765
2026
Q1 		– Sell
-6,402
Closed -$843K – 1469
2025
Q4 		$843K Buy
6,402
+587
+10% +$83.6K 0.02% 694
2025
Q3 		$829K Sell
5,815
-12
-0.2% -$1.66K 0.02% 792
2025
Q2 		$783K Sell
5,827
-334
-5% -$41.2K 0.02% 756
2025
Q1 		$712K Buy
6,161
+493
+9% +$57.3K 0.02% 653
2024
Q4 		$649K Buy
5,668
+323
+6% +$38.8K 0.03% 535
2024
Q3 		$673K Buy
5,345
+217
+4% +$26.2K 0.03% 497
2024
Q2 		$602K Buy
5,128
+569
+12% +$66.8K 0.03% 479
2024
Q1 		$533K Sell
4,559
-38
-0.8% -$4.3K 0.03% 517
2023
Q4 		$529K Buy
4,597
+882
+24% +$94.8K 0.03% 469
2023
Q3 		$395K Sell
3,715
-78
-2% -$8.66K 0.03% 478
2023
Q2 		$419K Buy
3,793
+174
+5% +$19.2K 0.03% 470
2023
Q1 		$395K Sell
3,619
-811
-18% -$88.1K 0.03% 506
2022
Q4 		$455K Buy
4,430
+109
+3% +$11K 0.04% 444
2022
Q3 		$401K Buy
4,321
+1,502
+53% +$156K 0.03% 455
2022
Q2 		$291K Buy
+2,819
New +$320K 0.02% 563
2021
Q4 		– Sell
-121,134
Closed -$7.43M – 886
2021
Q3 		$7.43M Buy
+121,134
New +$16.7M 0.53% 34
2020
Q1 		– Sell
-2,135
Closed -$237K – 499
2019
Q4 		$237K Buy
+2,135
New +$228K 0.03% 483

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

J.W. Cole Advisors's VSS Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 6,245 shares worth $964K. The stake represents 0.02% of the portfolio and ranks #765 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VSS as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VSS in Q4 2019 and has held it in 18 quarters since. The position peaked at $7.43M in Q3 2021. 182 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • J.W. Cole Advisors held 6,245 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $964K as of Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #765 holding.
  • J.W. Cole Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 18 quarters since.
  • J.W. Cole Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7.43M in Q3 2021.
  • 182 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.