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

Richardson 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	$541K	Sell	3,507 -13	-0.4%	-$2.04K	0.31%	74
2026 Q1	$513K	Sell	3,520 -139	-4%	-$21K	0.32%	77
2025 Q4	$544K	Sell	3,659 -640	-15%	-$91.2K	0.18%	74
2025 Q3	$613K	Sell	4,299 -70	-2%	-$9.69K	0.38%	65
2025 Q2	$587K	Buy	4,369 +12	+0.3%	+$1.48K	0.39%	76
2025 Q1	$504K	Sell	4,357 -427	-9%	-$49.6K	0.38%	78
2024 Q4	$547K	Buy	4,784 +65	+1%	+$7.81K	0.38%	71
2024 Q3	$555K	Buy	4,719 +92	+2%	+$11.1K	0.35%	74
2024 Q2	$544K	Buy	4,627 +101	+2%	+$11.9K	0.39%	71
2024 Q1	$529K	Sell	4,526 -2,194	-33%	-$248K	0.37%	76
2023 Q4	$773K	Buy	+6,720	New	+$722K	0.68%	43

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

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

Richardson Financial Services reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.37% in Q2 2026, selling an estimated $2.04K and leaving 3,507 shares worth $541K. The position accounts for 0.31% of the portfolio, ranked #74.

Richardson Financial Services first reported a position in VSS in Q4 2023 and has held it in 11 quarters since. The position peaked at $773K in Q4 2023. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Richardson Financial Services held 3,507 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $541K as of Q2 2026.
Richardson Financial Services sold 13 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $2.04K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.31% of Richardson Financial Services's portfolio in Q2 2026, its #74 holding.
Richardson Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $773K in Q4 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 Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.