KA
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Klingman & Associates’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Klingman & Associates’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 		$522K Sell
3,583
-673
-16% -$102K 0.03% 188
2025
Q4 		$610K Hold
4,256
– – 0.03% 169
2025
Q3 		$607K Sell
4,256
-397
-9% -$55K 0.03% 168
2025
Q2 		$625K Sell
4,653
-96
-2% -$11.8K 0.03% 147
2025
Q1 		$549K Buy
4,749
+16
+0.3% +$1.86K 0.03% 147
2024
Q4 		$542K Hold
4,733
– – 0.03% 142
2024
Q3 		$596K Buy
4,733
+2,109
+80% +$254K 0.04% 147
2024
Q2 		$308K Buy
2,624
+328
+14% +$38.5K 0.02% 188
2024
Q1 		$268K Hold
2,296
– – 0.02% 203
2023
Q4 		$264K Sell
2,296
-36
-2% -$3.87K 0.02% 198
2023
Q3 		$248K Sell
2,332
-500
-18% -$55.5K 0.02% 196
2023
Q2 		$313K Hold
2,832
– – 0.03% 168
2023
Q1 		$309K Buy
2,832
+36
+1% +$3.91K 0.03% 153
2022
Q4 		$287K Hold
2,796
– – 0.03% 160
2022
Q3 		$259K Sell
2,796
-2,000
-42% -$208K 0.03% 158
2022
Q2 		$495K Hold
4,796
– – 0.05% 108
2022
Q1 		$594K Buy
4,796
+2,033
+74% +$255K 0.05% 104
2021
Q4 		$370K Hold
2,763
– – 0.03% 132
2021
Q3 		$369K Hold
2,763
– – 0.03% 121
2021
Q2 		$377K Hold
2,763
– – 0.04% 117
2021
Q1 		$355K Sell
2,763
-16
-0.6% -$2.03K 0.04% 118
2020
Q4 		$339K Hold
2,779
– – 0.04% 110
2020
Q3 		$293K Hold
2,779
– – 0.04% 111
2020
Q2 		$269K Sell
2,779
-1,505
-35% -$134K 0.04% 109
2020
Q1 		$335K Buy
4,284
+40
+0.9% +$3.98K 0.07% 90
2019
Q4 		$472K Buy
4,244
+763
+22% +$81.4K 0.08% 76
2019
Q3 		$355K Hold
3,481
– – 0.06% 86
2019
Q2 		$366K Buy
3,481
+66
+2% +$6.89K 0.07% 86
2019
Q1 		$356K Hold
3,415
– – 0.07% 88
2018
Q4 		$323K Sell
3,415
-335
-9% -$34K 0.07% 84
2018
Q3 		$421K Hold
3,750
– – 0.09% 70
2018
Q2 		$433K Hold
3,750
– – 0.09% 70
2018
Q1 		$447K Buy
3,750
+335
+10% +$40.5K 0.1% 68
2017
Q4 		$407K Buy
+3,415
New +$398K 0.09% 79
2016
Q4 		– Sell
-5,665
Closed -$564K – 315
2016
Q3 		$564K Buy
5,665
+150
+3% +$14.6K 0.17% 52
2016
Q2 		$513K Buy
5,515
+350
+7% +$33.2K 0.17% 54
2016
Q1 		$482K Sell
5,165
-1,085
-17% -$95.3K 0.17% 58
2015
Q4 		$580K Hold
6,250
– – 0.22% 55
2015
Q3 		$566K Hold
6,250
– – 0.22% 56
2015
Q2 		$637K Hold
6,250
– – 0.25% 45
2015
Q1 		$620K Buy
6,250
+2,000
+47% +$195K 0.25% 49
2014
Q4 		$405K Buy
+4,250
New +$417K 0.17% 59

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

Klingman & Associates's VSS Position: Q1 2026 in Review

Klingman & Associates reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 16% in Q1 2026, selling an estimated $102K and leaving 3,583 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #188.

Klingman & Associates first reported a position in VSS in Q4 2014 and has held it in 42 quarters since. The position peaked at $637K in Q2 2015. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Klingman & Associates held 3,583 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $522K as of Q1 2026.
  • Klingman & Associates sold 673 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $102K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #188 holding.
  • Klingman & Associates first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2014 and has held it in 42 quarters since.
  • Klingman & Associates's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $637K in Q2 2015.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.