Jackson Thornton Wealth Management
VSS icon

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
Q3 		$980K Buy
6,311
+2
+0% +$312 0.07% 70
2026
Q2 		$973K Buy
6,309
+8
+0.1% +$1.26K 0.08% 74
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

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Jackson Thornton Wealth Management's VSS Position: Q3 2026 in Review

Jackson Thornton Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.03% in Q3 2026, buying an estimated $312 and bringing the position to 6,311 shares worth $980K. The position accounts for 0.07% of the portfolio, ranked #70.

Jackson Thornton Wealth Management first reported a position in VSS in Q4 2021 and has held it in 20 quarters since. 563 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Jackson Thornton Wealth Management held 6,311 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $980K as of Q3 2026.
  • Jackson Thornton Wealth Management bought 2 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $312.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.07% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #70 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 20 quarters since.
  • 563 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.