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

Larson 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 		$1.33M Buy
8,593
+172
+2% +$27K 0.03% 316
2026
Q1 		$1.23M Buy
8,421
+421
+5% +$63.6K 0.04% 294
2025
Q4 		$1.15M Buy
8,000
+100
+1% +$14.2K 0.04% 297
2025
Q3 		$1.13M Sell
7,900
-211
-3% -$29.2K 0.04% 292
2025
Q2 		$1.09M Sell
8,111
-922
-10% -$114K 0.04% 281
2025
Q1 		$1.04M Sell
9,033
-66
-0.7% -$7.67K 0.05% 262
2024
Q4 		$1.04M Sell
9,099
-677
-7% -$81.3K 0.05% 236
2024
Q3 		$1.23M Sell
9,776
-414
-4% -$49.9K 0.07% 208
2024
Q2 		$1.2M Sell
10,190
-295
-3% -$34.6K 0.08% 184
2024
Q1 		$1.23M Sell
10,485
-857
-8% -$97K 0.09% 158
2023
Q4 		$1.3M Sell
11,342
-148
-1% -$15.9K 0.11% 151
2023
Q3 		$1.22M Buy
11,490
+257
+2% +$28.5K 0.12% 146
2023
Q2 		$1.24M Buy
11,233
+298
+3% +$32.8K 0.12% 146
2023
Q1 		$1.19M Buy
10,935
+302
+3% +$32.8K 0.13% 142
2022
Q4 		$1.09M Buy
10,633
+8
+0.1% +$804 0.13% 146
2022
Q3 		$986K Buy
10,625
+371
+4% +$38.6K 0.14% 131
2022
Q2 		$1.06M Buy
10,254
+250
+2% +$28.4K 0.18% 65
2022
Q1 		$1.24M Buy
10,004
+131
+1% +$16.4K 0.2% 63
2021
Q4 		$1.32M Sell
9,873
-20
-0.2% -$2.71K 0.21% 61
2021
Q3 		$1.32M Sell
9,893
-24
-0.2% -$3.3K 0.26% 51
2021
Q2 		$1.35M Sell
9,917
-152
-2% -$20.6K 0.31% 42
2021
Q1 		$1.29M Buy
10,069
+197
+2% +$25K 0.38% 34
2020
Q4 		$1.2M Sell
9,872
-733
-7% -$82.9K 0.41% 35
2020
Q3 		$1.12M Sell
10,605
-1,835
-15% -$191K 0.46% 33
2020
Q2 		$1.2M Sell
12,440
-3,890
-24% -$347K 0.57% 39
2020
Q1 		$1.28M Buy
16,330
+3,015
+23% +$300K 0.8% 30
2019
Q4 		$1.48M Buy
13,315
+3,133
+31% +$334K 0.85% 23
2019
Q3 		$1.04M Buy
10,182
+303
+3% +$31.1K 0.68% 27
2019
Q2 		$1.04M Sell
9,879
-92
-0.9% -$9.6K 0.77% 24
2019
Q1 		$1.04M Sell
9,971
-296
-3% -$30.1K 0.82% 24
2018
Q4 		$972K Sell
10,267
-1,762
-15% -$179K 0.9% 24
2018
Q3 		$1.35M Sell
12,029
-3,943
-25% -$450K 1.54% 19
2018
Q2 		$1.84M Sell
15,972
-257
-2% -$30.8K 2.12% 15
2018
Q1 		$1.94M Sell
16,229
-22,831
-58% -$2.76M 2.27% 15
2017
Q4 		$4.66M Buy
+39,060
New +$4.55M 3.91% 9

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

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

Larson Financial Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2% in Q2 2026, buying an estimated $27K and bringing the position to 8,593 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #316.

Larson Financial Group first reported a position in VSS in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.66M in Q4 2017. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Larson Financial Group held 8,593 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.33M as of Q2 2026.
  • Larson Financial Group bought 172 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $27K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #316 holding.
  • Larson Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and has held it in 35 quarters since.
  • Larson Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.66M in Q4 2017.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.