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

Zhang Financial’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	$1.45M	Sell	9,389 -1,130	-11%	-$177K	0.04%	164
2026 Q1	$1.53M	Sell	10,519 -2,059	-16%	-$311K	0.05%	156
2025 Q4	$1.8M	Sell	12,578 -78	-0.6%	-$11.1K	0.07%	136
2025 Q3	$1.8M	Buy	12,656 +293	+2%	+$40.6K	0.07%	136
2025 Q2	$1.66M	Sell	12,363 -1,392	-10%	-$172K	0.08%	131
2025 Q1	$1.59M	Buy	13,755 +351	+3%	+$40.8K	0.08%	124
2024 Q4	$1.53M	Buy	13,404 +1,085	+9%	+$130K	0.09%	118
2024 Q3	$1.55M	Sell	12,319 -453	-4%	-$54.6K	0.1%	107
2024 Q2	$1.5M	Sell	12,772 -523	-4%	-$61.4K	0.1%	104
2024 Q1	$1.55M	Sell	13,295 -2,594	-16%	-$294K	0.12%	103
2023 Q4	$1.83M	Buy	15,889 +1,023	+7%	+$110K	0.16%	80
2023 Q3	$1.58M	Buy	14,866 +1,880	+14%	+$209K	0.16%	81
2023 Q2	$1.44M	Buy	12,986 +4	+0%	+$441	0.15%	84
2023 Q1	$1.42M	Buy	12,982 +1,086	+9%	+$118K	0.16%	78
2022 Q4	$1.22M	Buy	11,896 +4,012	+51%	+$403K	0.16%	82
2022 Q3	$732K	Sell	7,884 -1,350	-15%	-$140K	0.11%	99
2022 Q2	$953K	Buy	9,234 +637	+7%	+$72.3K	0.15%	82
2022 Q1	$1.06M	Buy	8,597 +507	+6%	+$63.6K	0.18%	76
2021 Q4	$1.08M	Buy	8,090 +1,486	+23%	+$201K	0.19%	72
2021 Q3	$882K	Buy	6,604 +1	+0%	+$138	0.2%	62
2021 Q2	$901K	Buy	6,603 +81	+1%	+$11K	0.22%	53
2021 Q1	$847K	Hold	6,522	–	–	0.23%	51
2020 Q4	$797K	Buy	6,522 +55	+0.9%	+$6.22K	0.25%	42
2020 Q3	$689K	Sell	6,467 -201	-3%	-$20.9K	0.25%	42
2020 Q2	$653K	Sell	6,668 -358	-5%	-$32K	0.25%	42
2020 Q1	$572K	Buy	7,026 +1,914	+37%	+$190K	0.25%	43
2019 Q4	$570K	Buy	+5,112	New	+$546K	0.22%	54

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

Zhang Financial's VSS Position: Q2 2026 in Review

Zhang Financial reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 11% in Q2 2026, selling an estimated $177K and leaving 9,389 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #164.

Zhang Financial first reported a position in VSS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.83M in Q4 2023. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Zhang Financial held 9,389 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.45M as of Q2 2026.
Zhang Financial sold 1,130 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $177K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Zhang Financial's portfolio in Q2 2026, its #164 holding.
Zhang Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 27 quarters since.
Zhang Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.83M in Q4 2023.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.