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 Q2	$6.45M	Buy	+41,789	New	+$6.56M	4.31%	8

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

Phillip James Consulting's VSS Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 41,789 shares worth $6.45M. The stake represents 4.31% of the portfolio and ranks #8 among its holdings.

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

Phillip James Consulting held 41,789 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.45M as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Phillip James Consulting position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 4.31% of Phillip James Consulting's portfolio in Q2 2026, its #8 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 Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.