Ulland Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Ulland Investment Advisors’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	$19K	Hold	125	–	–	0.01%	162
2026 Q1	$18K	Hold	125	–	–	0.02%	159
2025 Q4	$18K	Hold	125	–	–	0.01%	159
2025 Q3	$18K	Hold	125	–	–	0.01%	161
2025 Q2	$17K	Hold	125	–	–	0.01%	158
2025 Q1	$14K	Hold	125	–	–	0.01%	167
2024 Q4	$14K	Hold	125	–	–	0.01%	166
2024 Q3	$16K	Hold	125	–	–	0.01%	154
2024 Q2	$15K	Hold	125	–	–	0.01%	156
2024 Q1	$15K	Hold	125	–	–	0.01%	165
2023 Q4	$14K	Hold	125	–	–	0.01%	155
2023 Q3	$13K	Hold	125	–	–	0.01%	164
2023 Q2	$14K	Hold	125	–	–	0.01%	152
2023 Q1	$14K	Hold	125	–	–	0.02%	144
2022 Q4	$13K	Buy	125 +15	+14%	+$1.51K	0.02%	149
2022 Q3	$10K	Hold	110	–	–	0.01%	167
2022 Q2	$11K	Hold	110	–	–	0.01%	175
2022 Q1	$14K	Hold	110	–	–	0.01%	178
2021 Q4	$15K	Buy	+110	New	+$14.9K	0.01%	160

Other funds holding VSS

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Ulland Investment Advisors's VSS Position: Q2 2026 in Review

Ulland Investment Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 125 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #162.

Ulland Investment Advisors first reported a position in VSS in Q4 2021 and has held it in 19 quarters since. 445 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Ulland Investment Advisors held 125 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $19K as of Q2 2026.
Ulland Investment Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #162 holding.
Ulland Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 19 quarters since.
445 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.