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Walkner Condon Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Walkner Condon Financial 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
Q1 		$3.86M Buy
26,457
+760
+3% +$115K 0.51% 43
2025
Q4 		$3.68M Buy
25,697
+965
+4% +$137K 0.51% 43
2025
Q3 		$3.52M Buy
24,732
+525
+2% +$72.7K 0.56% 43
2025
Q2 		$3.25M Sell
24,207
-1,834
-7% -$226K 0.6% 42
2025
Q1 		$3.01M Sell
26,041
-816
-3% -$94.8K 0.61% 40
2024
Q4 		$3.07M Sell
26,857
-1,858
-6% -$223K 0.62% 43
2024
Q3 		$3.62M Sell
28,715
-1,618
-5% -$195K 0.74% 34
2024
Q2 		$3.56M Sell
30,333
-193
-0.6% -$22.7K 0.77% 35
2024
Q1 		$3.57M Sell
30,526
-305
-1% -$34.5K 0.76% 37
2023
Q4 		$3.55M Buy
30,831
+1,987
+7% +$214K 0.81% 34
2023
Q3 		$3.06M Buy
28,844
+2,603
+10% +$289K 0.81% 33
2023
Q2 		$2.9M Buy
26,241
+1,809
+7% +$199K 0.77% 33
2023
Q1 		$2.67M Sell
24,432
-270
-1% -$29.3K 0.75% 33
2022
Q4 		$2.54M Buy
24,702
+1,376
+6% +$138K 0.76% 32
2022
Q3 		$2.16M Buy
23,326
+3,636
+18% +$378K 0.7% 32
2022
Q2 		$2.03M Buy
19,690
+1,903
+11% +$216K 0.64% 35
2022
Q1 		$2.2M Sell
17,787
-1,284
-7% -$161K 0.63% 38
2021
Q4 		$2.56M Buy
19,071
+1,116
+6% +$151K 1.66% 18
2021
Q3 		$2.4M Buy
17,955
+1,327
+8% +$183K 1.18% 23
2021
Q2 		$2.27M Buy
16,628
+3,379
+26% +$457K 0.83% 31
2021
Q1 		$1.7M Buy
13,249
+2,758
+26% +$349K 0.66% 39
2020
Q4 		$1.28M Buy
10,491
+1,001
+11% +$113K 0.55% 42
2020
Q3 		$999K Buy
+9,490
New +$989K 0.54% 45

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walkner Condon Financial Advisors's VSS Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3% in Q1 2026, buying an estimated $115K and bringing the position to 26,457 shares worth $3.86M. The position accounts for 0.51% of the portfolio, ranked #43.

Walkner Condon Financial Advisors first reported a position in VSS in Q3 2020 and has held it in 23 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Walkner Condon Financial Advisors held 26,457 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.86M as of Q1 2026.
  • Walkner Condon Financial Advisors bought 760 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $115K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.51% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and has held it in 23 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.