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

NewEdge Advisors’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 		$474K Buy
3,071
+288
+10% +$45.2K ﹤0.01% 2185
2026
Q1 		$406K Sell
2,783
-489
-15% -$73.9K ﹤0.01% 2141
2025
Q4 		$469K Buy
3,272
+419
+15% +$59.7K ﹤0.01% 2012
2025
Q3 		$407K Buy
2,853
+301
+12% +$41.7K ﹤0.01% 1968
2025
Q2 		$343K Buy
2,552
+2,038
+396% +$251K ﹤0.01% 1936
2025
Q1 		$59.4K Sell
514
-2,547
-83% -$296K ﹤0.01% 2487
2024
Q4 		$350K Buy
3,061
+723
+31% +$86.9K ﹤0.01% 1785
2024
Q3 		$294K Sell
2,338
-189
-7% -$22.8K ﹤0.01% 1811
2024
Q2 		$297K Sell
2,527
-112
-4% -$13.1K ﹤0.01% 1726
2024
Q1 		$308K Buy
2,639
+1,704
+182% +$193K ﹤0.01% 1627
2023
Q4 		$108K Sell
935
-859
-48% -$92.3K ﹤0.01% 1919
2023
Q3 		$191K Sell
1,794
-10,558
-85% -$1.17M ﹤0.01% 1649
2023
Q2 		$1.36M Buy
12,352
+138
+1% +$15.2K 0.02% 731
2023
Q1 		$1.33M Buy
12,214
+4,220
+53% +$458K 0.02% 678
2022
Q4 		$780K Buy
7,994
+2,544
+47% +$256K 0.02% 600
2022
Q3 		$506K Sell
5,450
-439
-7% -$45.6K 0.01% 959
2022
Q2 		$608K Buy
+5,889
New +$668K 0.01% 897
2022
Q1 		– Sell
-5,873
Closed -$787K – 1645
2021
Q4 		$787K Buy
+5,873
New +$795K 0.01% 854

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

NewEdge Advisors's VSS Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 10% in Q2 2026, buying an estimated $45.2K and bringing the position to 3,071 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

NewEdge Advisors first reported a position in VSS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q2 2023. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • NewEdge Advisors held 3,071 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $474K as of Q2 2026.
  • NewEdge Advisors bought 288 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $45.2K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2185 holding.
  • NewEdge Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.36M in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.