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Valtinson Bruner Financial Planning’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Valtinson Bruner Financial Planning’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 		$2.57M Buy
16,626
+840
+5% +$132K 0.64% 32
2026
Q1 		$2.3M Buy
15,786
+85
+0.5% +$12.8K 0.63% 29
2025
Q4 		$2.25M Sell
15,701
-30
-0.2% -$4.27K 0.65% 31
2025
Q3 		$2.24M Buy
15,731
+533
+4% +$73.8K 0.66% 32
2025
Q2 		$2.04M Sell
15,198
-161
-1% -$19.9K 0.64% 32
2025
Q1 		$1.78M Buy
15,359
+1,245
+9% +$145K 0.6% 34
2024
Q4 		$1.62M Buy
14,114
+632
+5% +$75.9K 0.56% 44
2024
Q3 		$1.7M Buy
13,482
+1,341
+11% +$162K 0.59% 42
2024
Q2 		$1.43M Buy
12,141
+164
+1% +$19.2K 0.57% 45
2024
Q1 		$1.4M Buy
11,977
+3,968
+50% +$449K 0.6% 46
2023
Q4 		$921K Buy
8,009
+26
+0.3% +$2.79K 0.47% 56
2023
Q3 		$848K Buy
7,983
+536
+7% +$59.5K 0.46% 58
2023
Q2 		$823K Sell
7,447
-539
-7% -$59.4K 0.44% 57
2023
Q1 		$872K Buy
7,986
+121
+2% +$13.1K 0.5% 54
2022
Q4 		$861K Buy
7,865
+5
+0.1% +$503 0.5% 53
2022
Q3 		$729K Buy
7,860
+972
+14% +$101K 0.45% 55
2022
Q2 		$711K Buy
6,888
+1,263
+22% +$143K 0.43% 52
2022
Q1 		$685K Buy
5,625
+1,060
+23% +$133K 0.39% 58
2021
Q4 		$612K Buy
4,565
+33
+0.7% +$4.46K 0.34% 58
2021
Q3 		$629K Buy
4,532
+749
+20% +$103K 0.35% 56
2021
Q2 		$515K Buy
3,783
+1,256
+50% +$170K 0.29% 56
2021
Q1 		$337K Buy
2,527
+508
+25% +$64.4K 0.2% 61
2020
Q4 		$253K Buy
+2,019
New +$228K 0.16% 68
2020
Q2 		– Sell
-2,396
Closed -$206K – 84
2020
Q1 		$206K Buy
2,396
+332
+16% +$33K 0.17% 67
2019
Q4 		$228K Buy
+2,064
New +$220K 0.16% 71

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valtinson Bruner Financial Planning's VSS Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 5.3% in Q2 2026, buying an estimated $132K and bringing the position to 16,626 shares worth $2.57M. The position accounts for 0.64% of the portfolio, ranked #32.

Valtinson Bruner Financial Planning first reported a position in VSS in Q4 2019 and has held it in 25 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Valtinson Bruner Financial Planning held 16,626 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.57M as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 840 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $132K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.64% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Valtinson Bruner Financial Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 25 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.