Ritholtz Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Ritholtz Wealth Management’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	$1.18M	Sell	8,071 -343	-4%	-$51.8K	0.02%	509
2025 Q4	$1.21M	Sell	8,414 -286	-3%	-$40.7K	0.02%	460
2025 Q3	$1.24M	Sell	8,700 -61	-0.7%	-$8.45K	0.02%	446
2025 Q2	$1.18M	Buy	+8,761	New	+$1.08M	0.03%	422
2024 Q1	–	Sell	-2,282	Closed	-$262K	–	829
2023 Q4	$262K	Buy	+2,282	New	+$245K	0.01%	634
2018 Q2	–	Sell	-1,819	Closed	-$217K	–	122
2018 Q1	$217K	Buy	+1,819	New	+$220K	0.06%	106
2016 Q4	$384K	Buy	+4,086	New	+$391K	0.2%	52

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

Ritholtz Wealth Management's VSS Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.1% in Q1 2026, selling an estimated $51.8K and leaving 8,071 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #509.

Ritholtz Wealth Management first reported a position in VSS in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Ritholtz Wealth Management held 8,071 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.18M as of Q1 2026.
Ritholtz Wealth Management sold 343 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $51.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #509 holding.
Ritholtz Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2016 and has held it in 7 quarters since.
Ritholtz Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.24M in Q3 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.