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 Q2	$1.31M	Buy	8,484 +413	+5%	+$64.8K	0.02%	540
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 $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

Ritholtz Wealth Management's VSS Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 5.1% in Q2 2026, buying an estimated $64.8K and bringing the position to 8,484 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #540.

Ritholtz Wealth Management first reported a position in VSS in Q4 2016 and has held it in 8 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Ritholtz Wealth Management held 8,484 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.31M as of Q2 2026.
Ritholtz Wealth Management bought 413 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $64.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #540 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 8 quarters since.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.