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

Ridgewood Investments’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 		$808K Buy
5,235
+303
+6% +$47.5K 0.3% 110
2026
Q1 		$719K Buy
+4,932
New +$745K 0.29% 104
2025
Q3 		$602K Buy
4,225
+525
+14% +$72.7K 0.25% 111
2025
Q2 		$497K Buy
3,700
+987
+36% +$122K 0.21% 117
2025
Q1 		$314K Buy
2,713
+667
+33% +$77.5K 0.15% 149
2024
Q4 		$234K Buy
2,046
+430
+27% +$51.7K 0.11% 165
2024
Q3 		$204K Buy
1,616
+402
+33% +$48.5K 0.1% 170
2024
Q2 		$143K Buy
+1,214
New +$142K 0.07% 207
2023
Q3 		– Sell
-1,013
Closed -$112K – 759
2023
Q2 		$112K Sell
1,013
-105
-9% -$11.6K 0.06% 227
2023
Q1 		$122K Buy
+1,118
New +$121K 0.07% 233
2022
Q3 		– Sell
-1,971
Closed -$203K – 196
2022
Q2 		$203K Sell
1,971
-57
-3% -$6.46K 0.16% 171
2022
Q1 		$251K Sell
2,028
-39
-2% -$4.89K 0.16% 162
2021
Q4 		$277K Sell
2,067
-17
-0.8% -$2.3K 0.18% 156
2021
Q3 		$279K Buy
2,084
+123
+6% +$16.9K 0.19% 148
2021
Q2 		$268K Sell
1,961
-111
-5% -$15K 0.17% 154
2021
Q1 		$266K Buy
2,072
+66
+3% +$8.36K 0.16% 159
2020
Q4 		$211K Hold
2,006
– – 0.17% 153
2020
Q3 		$211K Buy
+2,006
New +$209K 0.17% 154
2020
Q1 		– Sell
-2,173
Closed -$241K – 202
2019
Q4 		$241K Sell
2,173
-16
-0.7% -$1.71K 0.17% 152
2019
Q3 		$223K Buy
2,189
+30
+1% +$3.08K 0.17% 156
2019
Q2 		$227K Buy
2,159
+41
+2% +$4.28K 0.18% 153
2019
Q1 		$221K Buy
2,118
+204
+11% +$20.8K 0.18% 159
2018
Q4 		$215K Hold
1,914
– – 0.17% 151
2018
Q3 		$215K Buy
1,914
+123
+7% +$14K 0.17% 152
2018
Q2 		$207K Buy
1,791
+104
+6% +$12.5K 0.18% 144
2018
Q1 		$201K Buy
+1,687
New +$204K 0.18% 141

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

Ridgewood Investments's VSS Position: Q2 2026 in Review

Ridgewood Investments increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6.1% in Q2 2026, buying an estimated $47.5K and bringing the position to 5,235 shares worth $808K. The position accounts for 0.3% of the portfolio, ranked #110.

Ridgewood Investments first reported a position in VSS in Q1 2018 and has held it in 26 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Ridgewood Investments held 5,235 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $808K as of Q2 2026.
  • Ridgewood Investments bought 303 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $47.5K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.3% of Ridgewood Investments's portfolio in Q2 2026, its #110 holding.
  • Ridgewood Investments first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and has held it in 26 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.