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

Jackson Thornton 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
Q1 		$970K Hold
6,301
– – 0.09% 62
2025
Q4 		$925K Buy
6,301
+30
+0.5% +$4.27K 0.09% 63
2025
Q3 		$901K Sell
6,271
-91
-1% -$12.6K 0.09% 54
2025
Q2 		$855K Sell
6,362
-72
-1% -$8.88K 0.1% 39
2025
Q1 		$746K Buy
6,434
+1,410
+28% +$164K 0.1% 41
2024
Q4 		$575K Buy
5,024
+28
+0.6% +$3.36K 0.07% 48
2024
Q3 		$629K Sell
4,996
-627
-11% -$75.6K 0.08% 38
2024
Q2 		$661K Buy
5,623
+14
+0.2% +$1.64K 0.1% 34
2024
Q1 		$655K Buy
5,609
+267
+5% +$30.2K 0.11% 27
2023
Q4 		$614K Sell
5,342
-88
-2% -$9.46K 0.11% 26
2023
Q3 		$577K Buy
5,430
+10
+0.2% +$1.11K 0.12% 22
2023
Q2 		$599K Sell
5,420
-103
-2% -$11.4K 0.12% 21
2023
Q1 		$603K Buy
5,523
+53
+1% +$5.76K 0.14% 20
2022
Q4 		$562K Sell
5,470
-325
-6% -$32.7K 0.13% 18
2022
Q3 		$538K Sell
5,795
-546
-9% -$56.8K 0.15% 19
2022
Q2 		$655K Buy
6,341
+1,394
+28% +$158K 0.19% 14
2022
Q1 		$613K Hold
4,947
– – 0.16% 13
2021
Q4 		$663K Buy
+4,947
New +$669K 0.19% 10

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

Jackson Thornton Wealth Management's VSS Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 6,301 shares worth $970K. The position accounts for 0.09% of the portfolio, ranked #62.

Jackson Thornton Wealth Management first reported a position in VSS in Q4 2021 and has held it in 18 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Jackson Thornton Wealth Management held 6,301 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $970K as of Q1 2026.
  • Jackson Thornton Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.09% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Jackson Thornton Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 18 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 Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.