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

JDH 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 Q3	$1.23M	Buy	7,937 +1	+0%	+$156	0.74%	26
2026 Q2	$1.22M	Hold	7,936	–	–	0.75%	25
2026 Q1	$1.16M	Sell	7,936 -15	-0.2%	-$2.27K	0.78%	25
2025 Q4	$1.14M	Hold	7,951	–	–	0.78%	25
2025 Q3	$1.13M	Hold	7,951	–	–	0.8%	25
2025 Q2	$1.07M	Sell	7,951 -90	-1%	-$11.1K	0.82%	24
2025 Q1	$930K	Hold	8,041	–	–	0.8%	22
2024 Q4	$921K	Buy	+8,041	New	+$966K	0.81%	21

Other funds holding VSS

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

JDH Wealth Management's VSS Position: Q3 2026 in Review

JDH Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.01% in Q3 2026, buying an estimated $156 and bringing the position to 7,937 shares worth $1.23M. The position accounts for 0.74% of the portfolio, ranked #26.

JDH Wealth Management first reported a position in VSS in Q4 2024 and has held it in 8 quarters since. 446 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

JDH Wealth Management held 7,937 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.23M as of Q3 2026.
JDH Wealth Management bought 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q3 2026, an estimated $156.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.74% of JDH Wealth Management's portfolio in Q3 2026, its #26 holding.
JDH Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 8 quarters since.
446 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.