KBFS
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Kohmann Bosshard Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Kohmann Bosshard Financial Services’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 		$4.42M Sell
28,631
-22
-0.1% -$3.45K 0.37% 31
2026
Q1 		$4.18M Sell
28,653
-623
-2% -$94.2K 0.41% 29
2025
Q4 		$4.2M Sell
29,276
-612
-2% -$87.2K 0.38% 34
2025
Q3 		$4.26M Sell
29,888
-690
-2% -$95.6K 0.44% 32
2025
Q2 		$4.11M Sell
30,578
-468
-2% -$57.7K 0.46% 30
2025
Q1 		$3.59M Sell
31,046
-19,909
-39% -$2.31M 0.42% 30
2024
Q4 		$5.83M Sell
50,955
-15,177
-23% -$1.82M 0.7% 25
2024
Q3 		$8.33M Sell
66,132
-1,712
-3% -$206K 1.03% 22
2024
Q2 		$7.97M Sell
67,844
-30,311
-31% -$3.56M 1.07% 23
2024
Q1 		$11.5M Sell
98,155
-7,485
-7% -$847K 1.6% 21
2023
Q4 		$12.2M Sell
105,640
-1,519
-1% -$163K 1.85% 18
2023
Q3 		$11.4M Buy
107,159
+7,239
+7% +$804K 1.96% 17
2023
Q2 		$11M Buy
99,920
+247
+0.2% +$27.2K 1.9% 18
2023
Q1 		$10.9M Buy
99,673
+1,647
+2% +$179K 2.05% 17
2022
Q4 		$10.1M Buy
98,026
+10,666
+12% +$1.07M 2.01% 17
2022
Q3 		$8.11M Buy
87,360
+6,701
+8% +$697K 1.8% 19
2022
Q2 		$8.32M Buy
80,659
+41,201
+104% +$4.67M 1.84% 20
2022
Q1 		$4.89M Buy
39,458
+23,909
+154% +$3M 0.96% 26
2021
Q4 		$2.08M Buy
15,549
+1,635
+12% +$221K 0.42% 38
2021
Q3 		$1.86M Sell
13,914
-292
-2% -$40.2K 0.41% 38
2021
Q2 		$1.94M Hold
14,206
– – 0.45% 38
2021
Q1 		$1.82M Sell
14,206
-137
-1% -$17.4K 0.49% 36
2020
Q4 		$1.75M Buy
14,343
+56
+0.4% +$6.33K 0.54% 35
2020
Q3 		$1.5M Sell
14,287
-467
-3% -$48.7K 0.54% 35
2020
Q2 		$1.43M Sell
14,754
-256
-2% -$22.9K 0.53% 36
2020
Q1 		$1.18M Buy
15,010
+5,075
+51% +$505K 0.52% 35
2019
Q4 		$1.1M Sell
9,935
-18
-0.2% -$1.92K 0.41% 34
2019
Q3 		$1.01M Buy
9,953
+194
+2% +$19.9K 0.4% 34
2019
Q2 		$1.03M Sell
9,759
-378
-4% -$39.4K 0.43% 35
2019
Q1 		$1.06M Hold
10,137
– – 0.5% 33
2018
Q4 		$960K Buy
10,137
+5,876
+138% +$596K 0.52% 35
2018
Q3 		$478K Buy
4,261
+806
+23% +$91.9K 0.24% 45
2018
Q2 		$399K Sell
3,455
-530
-13% -$63.5K 0.23% 43
2018
Q1 		$475K Sell
3,985
-19
-0.5% -$2.29K 0.28% 43
2017
Q4 		$477K Hold
4,004
– – 0.31% 45
2017
Q3 		$460K Buy
+4,004
New +$448K 0.32% 44
2017
Q1 		$523K Sell
5,095
-59
-1% -$5.88K 0.45% 38
2016
Q4 		$509K Buy
+5,154
New +$493K 0.47% 38

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
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Kohmann Bosshard Financial Services's VSS Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.08% in Q2 2026, selling an estimated $3.45K and leaving 28,631 shares worth $4.42M. The position accounts for 0.37% of the portfolio, ranked #31.

Kohmann Bosshard Financial Services first reported a position in VSS in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.2M in Q4 2023. 247 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Kohmann Bosshard Financial Services held 28,631 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.42M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 22 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $3.45K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.37% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #31 holding.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2016 and has held it in 38 quarters since.
  • Kohmann Bosshard Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $12.2M in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.