UMB Bank’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

UMB Bank’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	$289K	Sell	1,875 -445	-19%	-$69.8K	﹤0.01%	623
2026 Q1	$338K	Hold	2,320	–	–	﹤0.01%	560
2025 Q4	$333K	Buy	2,320 +223	+11%	+$31.8K	﹤0.01%	553
2025 Q3	$299K	Hold	2,097	–	–	﹤0.01%	529
2025 Q2	$282K	Hold	2,097	–	–	﹤0.01%	520
2025 Q1	$242K	Buy	2,097 +445	+27%	+$51.7K	﹤0.01%	533
2024 Q4	$189K	Sell	1,652 -690	-29%	-$82.9K	﹤0.01%	565
2024 Q3	$295K	Hold	2,342	–	–	﹤0.01%	504
2024 Q2	$275K	Hold	2,342	–	–	﹤0.01%	499
2024 Q1	$274K	Sell	2,342 -175	-7%	-$19.8K	﹤0.01%	505
2023 Q4	$290K	Sell	2,517 -4,825	-66%	-$519K	﹤0.01%	503
2023 Q3	$780K	Sell	7,342 -14,328	-66%	-$1.59M	0.01%	351
2023 Q2	$2.39M	Sell	21,670 -2,901	-12%	-$320K	0.04%	235
2023 Q1	$2.68M	Sell	24,571 -4,247	-15%	-$461K	0.04%	220
2022 Q4	$2.96M	Sell	28,818 -22,456	-44%	-$2.26M	0.05%	220
2022 Q3	$4.76M	Sell	51,274 -31,682	-38%	-$3.29M	0.08%	177
2022 Q2	$8.56M	Sell	82,956 -994	-1%	-$113K	0.13%	148
2022 Q1	$10.4M	Sell	83,950 -4,225	-5%	-$530K	0.14%	147
2021 Q4	$11.8M	Buy	88,175 +82,489	+1,451%	+$11.2M	0.15%	142
2021 Q3	$760K	Sell	5,686 -151	-3%	-$20.8K	0.02%	260
2021 Q2	$796K	Sell	5,837 -88	-1%	-$11.9K	0.02%	262
2021 Q1	$761K	Buy	5,925 +24	+0.4%	+$3.04K	0.02%	251
2020 Q4	$719K	Buy	5,901 +64	+1%	+$7.24K	0.02%	247
2020 Q3	$564K	Hold	5,837	–	–	0.02%	250
2020 Q2	$564K	Buy	5,837 +1,547	+36%	+$138K	0.02%	250
2020 Q1	$336K	Hold	4,290	–	–	0.01%	272
2019 Q4	$477K	Hold	4,290	–	–	0.01%	273
2019 Q3	$437	Hold	4,290	–	–	0.01%	283
2019 Q2	$452	Sell	4,290 -500	-10%	-$52.2K	0.01%	273
2019 Q1	$499K	Buy	+4,790	New	+$487K	0.02%	260

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

UMB Bank's VSS Position: Q2 2026 in Review

UMB Bank reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 19% in Q2 2026, selling an estimated $69.8K and leaving 1,875 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

UMB Bank first reported a position in VSS in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.8M in Q4 2021. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

UMB Bank held 1,875 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $289K as of Q2 2026.
UMB Bank sold 445 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $69.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #623 holding.
UMB Bank first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2019 and has held it in 30 quarters since.
UMB Bank's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $11.8M in Q4 2021.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.