Public ownership evidence

Vanguard FTSE All-World EX-US Small-Cap Index Fund (VSS) Ownership Disclosures

Read VSS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard FTSE All-World EX-US Small-Cap Index Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
1,847
Value (USD)
$213,518
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VSS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VSS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-291,847$213,518None
Corient Private Wealth LP2026-06-302026-08-2817,638$2,721,367None
Corient Private Wealth LP2026-06-302026-08-2849,862$7,693,175None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-288,703$615,662None
Redwood Investment Management, LLC2024-12-312026-08-2834,739$3,977,000None
Redwood Investment Management, LLC2025-03-312026-08-2834,739$4,016,000None
Dakota Wealth Management2025-09-302026-08-271,584$225,800None
Dakota Wealth Management2025-12-312026-08-272,064$295,834None
Dakota Wealth Management2026-03-312026-08-272,064$300,911None
Redwood Investment Management, LLC2025-06-302026-08-27164,883$22,159,000None
Redwood Investment Management, LLC2025-09-302026-08-27127,388$18,159,000None
Redwood Investment Management, LLC2025-12-312026-08-27113,693$16,296,000None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2631,747$4,898,191None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21160$24,686None
Kingsview Wealth Management, LLC2026-06-302026-08-2025,477$3,930,920None
Kingsview Wealth Management, LLC2026-06-302026-08-2042,843$6,610,246None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20223,565$34,493,817None
Beacon Pointe Advisors, LLC2026-06-302026-08-1972,368$11,165,721None
JDM Financial Group LLC2026-06-302026-08-19434$66,962None
Jacobs Equity LLC2026-06-302026-08-1810,900$1,681,761None
Strive Financial Group ,LLC2026-06-302026-08-18315$48,601None
Comprehensive Money Management Services LLC2026-06-302026-08-183,439$530,603None
Payne Capital Management, LLC2026-06-302026-08-1813,202$2,037,001None
Corient Private Wealth LP2026-06-302026-08-1870,459$10,871,051None
Asset Allocation Strategies LLC2026-06-302026-08-187,587$1,170,636None
Redwood Investment Management, LLC2026-06-302026-08-18100,174$15,456,000None
Empowered Funds, LLC2026-06-302026-08-1811,027$1,701,356None
Empowered Funds, LLC2026-06-302026-08-18747$115,255None
Pure Financial Advisors, LLC2026-06-302026-08-187,877$1,215,265None
Transamerica Financial Advisors, LLC2026-06-302026-08-184,138$638,462None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,477$844,718None
Equitable Holdings, Inc.2026-06-302026-08-182,594$400,199None
Wellington Grp LLC2026-06-302026-08-15516$75,228None
Womack Financial LLC2026-06-302026-08-1532,798$5,060,403None
Sequent Planning LLC2026-06-302026-08-152,144$330,771None
Alpine Global Management, LLC2026-06-302026-08-152,125$327,866None
AMERIFLEX GROUP, INC.2026-06-302026-08-1582$12,625None
Synergy Investment Management, LLC2026-06-302026-08-15116$17,898None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1590$13,886None
Modern Wealth Management, LLC2026-06-302026-08-151,609$248,312None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-150$11None
Basecamp Wealth Advisors LLC2026-06-302026-08-1517$2,623None
MorganRosel Wealth Management, LLC2026-06-302026-08-152,829$436,486None
Mutual Advisors, LLC2026-06-302026-08-154,130$637,180None
Advyzon Investment Management, LLC2026-06-302026-08-1570$10,800None
Advyzon Investment Management, LLC2026-06-302026-08-151,845$284,602None
VANCE WEALTH, LLC2026-06-302026-08-1510,064$1,552,775None
AIRE ADVISORS, LLC2026-06-302026-08-153,013$464,885None
Ameritas Advisory Services, LLC2026-06-302026-08-152,547$393,013None
CSM Advisors, LLC2026-06-302026-08-152,350$363,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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