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

Jeppson 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 		$371K Hold
2,543
– – 0.12% 156
2025
Q4 		$365K Buy
2,543
+28
+1% +$3.99K 0.12% 151
2025
Q3 		$359K Buy
2,515
+6
+0.2% +$831 0.11% 159
2025
Q2 		$337K Buy
2,509
+7
+0.3% +$864 0.12% 152
2025
Q1 		$289K Hold
2,502
– – 0.11% 161
2024
Q4 		$286K Buy
2,502
+26
+1% +$3.12K 0.1% 159
2024
Q3 		$312K Buy
2,476
+15
+0.6% +$1.81K 0.11% 155
2024
Q2 		$289K Sell
2,461
-42
-2% -$4.93K 0.11% 158
2024
Q1 		$292K Hold
2,503
– – 0.11% 158
2023
Q4 		$288K Buy
2,503
+15
+0.6% +$1.61K 0.12% 157
2023
Q3 		$264K Buy
2,488
+6
+0.2% +$666 0.12% 153
2023
Q2 		$274K Buy
2,482
+25
+1% +$2.75K 0.12% 154
2023
Q1 		$268K Buy
2,457
+40
+2% +$4.34K 0.12% 159
2022
Q4 		$248K Buy
+2,417
New +$243K 0.1% 172
2022
Q3 		– Sell
-2,053
Closed -$212K – 208
2022
Q2 		$212K Buy
2,053
+107
+5% +$12.1K 0.09% 176
2022
Q1 		$241K Buy
1,946
+160
+9% +$20.1K 0.11% 149
2021
Q4 		$239K Buy
1,786
+20
+1% +$2.71K 0.12% 140
2021
Q3 		$236K Sell
1,766
-45
-2% -$6.19K 0.12% 133
2021
Q2 		$247K Buy
1,811
+4
+0.2% +$541 0.13% 130
2021
Q1 		$232K Hold
1,807
– – 0.14% 126
2020
Q4 		$220K Sell
1,807
-23
-1% -$2.6K 0.15% 124
2020
Q3 		$193K Buy
+1,830
New +$191K 0.15% 114

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

Jeppson Wealth Management's VSS Position: Q1 2026 in Review

Jeppson Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 2,543 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #156.

Jeppson Wealth Management first reported a position in VSS in Q3 2020 and has held it in 22 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Jeppson Wealth Management held 2,543 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $371K as of Q1 2026.
  • Jeppson 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 0.12% of Jeppson Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Jeppson Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2020 and has held it in 22 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 Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.