Evercore Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Evercore Wealth Management’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	$201K	Buy	+1,304	New	+$205K	﹤0.01%	403
2024 Q1	–	Sell	-1,969	Closed	-$226K	–	440
2023 Q4	$226K	Hold	1,969	–	–	﹤0.01%	393
2023 Q3	$209K	Sell	1,969 -115	-6%	-$12.8K	﹤0.01%	377
2023 Q2	$230K	Buy	+2,084	New	+$230K	﹤0.01%	378
2018 Q4	–	Sell	-2,349	Closed	-$263K	–	416
2018 Q3	$263K	Hold	2,349	–	–	0.01%	359
2018 Q2	$271K	Buy	2,349 +495	+27%	+$59.3K	0.01%	345
2018 Q1	$221K	Sell	1,854 -10	-0.5%	-$1.21K	0.01%	332
2017 Q4	$222K	Buy	1,864 +10	+0.5%	+$1.17K	0.01%	350
2017 Q3	$213K	Hold	1,854	–	–	0.01%	357
2017 Q2	$200K	Hold	1,854	–	–	0.01%	366
2017 Q1	$190K	Hold	1,854	–	–	0.01%	374
2016 Q4	$175K	Hold	1,854	–	–	0.01%	398
2016 Q3	$185K	Buy	1,854 +504	+37%	+$49K	0.01%	391
2016 Q2	$125K	Hold	1,350	–	–	0.01%	428
2016 Q1	$126K	Hold	1,350	–	–	0.01%	419
2015 Q4	$125K	Hold	1,350	–	–	0.01%	451
2015 Q3	$123K	Hold	1,350	–	–	0.01%	459
2015 Q2	$138K	Hold	1,350	–	–	0.01%	480
2015 Q1	$134K	Buy	+1,350	New	+$132K	0.01%	480
2014 Q4	–	Sell	-1,950	Closed	-$199K	–	998
2014 Q3	$199K	Buy	1,950 +600	+44%	+$65K	0.01%	396
2014 Q2	$150K	Hold	1,350	–	–	0.01%	441
2014 Q1	$144K	Hold	1,350	–	–	0.01%	417
2013 Q4	$139K	Hold	1,350	–	–	0.01%	406
2013 Q3	$134K	Hold	1,350	–	–	0.01%	440
2013 Q2	$120K	Buy	+1,350	New	+$127K	0.01%	469

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

Evercore Wealth Management's VSS Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 1,304 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in VSS as recently as Q4 2023.

Evercore Wealth Management first reported a position in VSS in Q2 2013 and has held it in 25 quarters since. The position peaked at $271K in Q2 2018. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Evercore Wealth Management held 1,304 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $201K as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Evercore Wealth Management position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #403 holding.
Evercore Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and has held it in 25 quarters since.
Evercore Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $271K in Q2 2018.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.