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 Q3	$818K	Buy	5,267 +32	+0.6%	+$5K	0.3%	106
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Ridgewood Investments's VSS Position: Q3 2026 in Review

Ridgewood Investments increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.61% in Q3 2026, buying an estimated $5K and bringing the position to 5,267 shares worth $818K. The position accounts for 0.3% of the portfolio, ranked #106.

Ridgewood Investments first reported a position in VSS in Q1 2018 and has held it in 27 quarters since. 41 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Ridgewood Investments held 5,267 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $818K as of Q3 2026.
Ridgewood Investments bought 32 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $5K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.3% of Ridgewood Investments's portfolio in Q3 2026, its #106 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 27 quarters since.
41 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.