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 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 $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richardson Financial Services's VSS Position: Q1 2026 in Review

Richardson Financial Services reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.8% in Q1 2026, selling an estimated $21K and leaving 3,520 shares worth $513K. The position accounts for 0.32% of the portfolio, ranked #77.

Richardson Financial Services first reported a position in VSS in Q4 2023 and has held it in 10 quarters since. The position peaked at $773K in Q4 2023. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Richardson Financial Services held 3,520 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $513K as of Q1 2026.
Richardson Financial Services sold 139 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $21K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.32% of Richardson Financial Services's portfolio in Q1 2026, its #77 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 10 quarters since.
Richardson Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $773K in Q4 2023.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.