Landmark Wealth Management (New York)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Landmark Wealth Management (New York)’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	$5.08M	Buy	34,852 +6,332	+22%	+$957K	1.36%	18
2025 Q4	$4.09M	Buy	28,520 +818	+3%	+$117K	1.56%	18
2025 Q3	$3.95M	Sell	27,702 -789	-3%	-$109K	1.57%	17
2025 Q2	$3.83M	Sell	28,491 -2,036	-7%	-$251K	1.63%	17
2025 Q1	$3.53M	Sell	30,527 -70	-0.2%	-$8.14K	1.56%	18
2024 Q4	$3.5M	Buy	30,597 +1,588	+5%	+$191K	1.55%	20
2024 Q3	$3.65M	Buy	+29,009	New	+$3.5M	1.59%	20
2024 Q2	–	Sell	-28,961	Closed	-$3.38M	–	74
2024 Q1	$3.38M	Buy	28,961 +804	+3%	+$91K	1.57%	20
2023 Q4	$3.24M	Buy	28,157 +2,229	+9%	+$240K	1.59%	20
2023 Q3	$2.75M	Buy	+25,928	New	+$2.88M	1.57%	19
2023 Q2	–	Sell	-25,512	Closed	-$2.79M	–	72
2023 Q1	$2.79M	Buy	25,512 +5,165	+25%	+$561K	1.55%	20
2022 Q4	$2.09M	Sell	20,347 -5	-0%	-$503	1.51%	19
2022 Q3	$1.89M	Buy	+20,352	New	+$2.12M	1.43%	20
2022 Q2	–	Sell	-45,518	Closed	-$2.84M	–	179
2022 Q1	$2.84M	Buy	45,518 +23,762	+109%	+$2.98M	1.49%	16
2021 Q4	$3K	Buy	+21,756	New	+$2.94M	1.75%	16

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Landmark Wealth Management (New York)'s VSS Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 22% in Q1 2026, buying an estimated $957K and bringing the position to 34,852 shares worth $5.08M. The position accounts for 1.36% of the portfolio, ranked #18.

Landmark Wealth Management (New York) first reported a position in VSS in Q4 2021 and has held it in 15 quarters since. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Landmark Wealth Management (New York) held 34,852 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $5.08M as of Q1 2026.
Landmark Wealth Management (New York) bought 6,332 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $957K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.36% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #18 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 15 quarters since.
697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.