Phillip James Consulting
VSS icon

Phillip James Consulting’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Phillip James Consulting’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
Q3 		$6.51M Buy
41,927
+138
+0.3% +$21.6K 4.38% 5
2026
Q2 		$6.45M Buy
+41,789
New +$6.56M 4.31% 8

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Phillip James Consulting's VSS Position: Q3 2026 in Review

Phillip James Consulting increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.33% in Q3 2026, buying an estimated $21.6K and bringing the position to 41,927 shares worth $6.51M. The position accounts for 4.38% of the portfolio, ranked #5.

Phillip James Consulting first reported a position in VSS in Q2 2026 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Phillip James Consulting held 41,927 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.51M as of Q3 2026.
  • Phillip James Consulting bought 138 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $21.6K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 4.38% of Phillip James Consulting's portfolio in Q3 2026, its #5 holding.
  • Phillip James Consulting first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2026 and has held it in 2 quarters since.
  • 660 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.