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

JMN Financial’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 		$833K Buy
5,396
+46
+0.9% +$7.22K 0.65% 34
2026
Q1 		$780K Buy
5,350
+199
+4% +$30.1K 0.77% 27
2025
Q4 		$738K Buy
+5,151
New +$734K 0.74% 26

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JMN Financial's VSS Position: Q2 2026 in Review

JMN Financial increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.86% in Q2 2026, buying an estimated $7.22K and bringing the position to 5,396 shares worth $833K. The position accounts for 0.65% of the portfolio, ranked #34.

JMN Financial first reported a position in VSS in Q4 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • JMN Financial held 5,396 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $833K as of Q2 2026.
  • JMN Financial bought 46 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $7.22K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.65% of JMN Financial's portfolio in Q2 2026, its #34 holding.
  • JMN Financial 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.
  • 697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.