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

Montgomery 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 		$463 Buy
+3
New +$471 ﹤0.01% 314

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State of New Jersey Common Pension Fund D
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AssetMark Inc
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Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montgomery Financial Services's VSS Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 3 shares worth $463. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings.

697 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Montgomery Financial Services held 3 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $463 as of Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Montgomery Financial Services position in Q2 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #314 holding.
  • 697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.