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 Q2	$4.32M	Buy	28,049 +1,592	+6%	+$250K	0.5%	43
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 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

Walkner Condon Financial Advisors's VSS Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6% in Q2 2026, buying an estimated $250K and bringing the position to 28,049 shares worth $4.32M. The position accounts for 0.5% of the portfolio, ranked #43.

Walkner Condon Financial Advisors first reported a position in VSS in Q3 2020 and has held it in 24 quarters since. 727 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Walkner Condon Financial Advisors held 28,049 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.32M as of Q2 2026.
Walkner Condon Financial Advisors bought 1,592 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $250K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.5% of Walkner Condon Financial Advisors's portfolio in Q2 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 24 quarters since.
727 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.