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

Mittelman 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 Q2	$1.38M	Sell	2,583 -12,538	-83%	-$1.97M	0.91%	22
2026 Q1	$2.2M	Buy	15,121 +788	+5%	+$119K	1.37%	17
2025 Q4	$2.05M	Buy	14,333 +1,215	+9%	+$173K	1.34%	17
2025 Q3	$1.87M	Buy	13,118 +4,436	+51%	+$614K	1.22%	16
2025 Q2	$1.17M	Buy	8,682 +4,753	+121%	+$586K	0.98%	14
2025 Q1	$454K	Buy	+3,929	New	+$457K	0.41%	23

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mittelman Wealth Management's VSS Position: Q2 2026 in Review

Mittelman Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 83% in Q2 2026, selling an estimated $1.97M and leaving 2,583 shares worth $1.38M. The position accounts for 0.91% of the portfolio, ranked #22.

Mittelman Wealth Management first reported a position in VSS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.2M in Q1 2026. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Mittelman Wealth Management held 2,583 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.38M as of Q2 2026.
Mittelman Wealth Management sold 12,538 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $1.97M.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.91% of Mittelman Wealth Management's portfolio in Q2 2026, its #22 holding.
Mittelman Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2025 and has held it in 6 quarters since.
Mittelman Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.2M in Q1 2026.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.