Ritter Daniher Financial Advisory’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Ritter Daniher Financial Advisory’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	$20.6K	Sell	133 -6	-4%	-$941	﹤0.01%	363
2026 Q1	$20.3K	Hold	139	–	–	﹤0.01%	360
2025 Q4	$19.9K	Buy	139 +48	+53%	+$6.84K	﹤0.01%	363
2025 Q3	$13K	Sell	91 -8	-8%	-$1.11K	﹤0.01%	305
2025 Q2	$13.3K	Sell	99 -7	-7%	-$864	﹤0.01%	245
2025 Q1	$12.3K	Hold	106	–	–	﹤0.01%	238
2024 Q4	$12.1K	Buy	106 +30	+39%	+$3.6K	﹤0.01%	233
2024 Q3	$9.57K	Hold	76	–	–	﹤0.01%	240
2024 Q2	$8.93K	Hold	76	–	–	﹤0.01%	239
2024 Q1	$8.88K	Buy	76 +15	+25%	+$1.7K	﹤0.01%	226
2023 Q4	$7.02K	Sell	61 -939	-94%	-$101K	﹤0.01%	253
2023 Q3	$106K	Hold	1,000	–	–	0.04%	107
2023 Q2	$110K	Hold	1,000	–	–	0.05%	100
2023 Q1	$109K	Sell	1,000 -2,704	-73%	-$294K	0.05%	99
2022 Q4	$381K	Buy	3,704 +2,704	+270%	+$272K	0.18%	49
2022 Q3	$93K	Buy	1,000 +532	+114%	+$55.3K	0.07%	92
2022 Q2	$48K	Buy	+468	New	+$53.1K	0.03%	113
2022 Q1	–	Sell	-368	Closed	-$49K	–	266
2021 Q4	$49K	Buy	+368	New	+$49.8K	0.03%	108

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

Ritter Daniher Financial Advisory's VSS Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.3% in Q2 2026, selling an estimated $941 and leaving 133 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Ritter Daniher Financial Advisory first reported a position in VSS in Q4 2021 and has held it in 18 quarters since. The position peaked at $381K in Q4 2022. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Ritter Daniher Financial Advisory held 133 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $20.6K as of Q2 2026.
Ritter Daniher Financial Advisory sold 6 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $941.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #363 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 18 quarters since.
Ritter Daniher Financial Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $381K in Q4 2022.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.