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

Shepherd 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	$616K	Buy	+8,703	New	+$1.37M	0.34%	23

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

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

Shepherd Wealth Management opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 8,703 shares worth $616K. The stake represents 0.34% of the portfolio and ranks #23 among its holdings.

725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Shepherd Wealth Management held 8,703 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $616K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Shepherd Wealth Management position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.34% of Shepherd Wealth Management's portfolio in Q2 2026, its #23 holding.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.