PHAM
VSS icon

Palisades Hudson Asset Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Palisades Hudson Asset 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 		$333K Hold
2,281
– – 0.13% 73
2025
Q4 		$327K Sell
2,281
-1,664
-42% -$237K 0.13% 74
2025
Q3 		$562K Buy
3,945
+14
+0.4% +$1.94K 0.2% 54
2025
Q2 		$528K Buy
3,931
+1,805
+85% +$223K 0.21% 53
2025
Q1 		$246K Sell
2,126
-7,012
-77% -$815K 0.11% 84
2024
Q4 		$1.05M Buy
9,138
+140
+2% +$16.8K 0.44% 32
2024
Q3 		$1.13M Sell
8,998
-15
-0.2% -$1.81K 0.48% 31
2024
Q2 		$1.06M Buy
9,013
+45
+0.5% +$5.28K 0.49% 32
2024
Q1 		$1.05M Hold
8,968
– – 0.48% 31
2023
Q4 		$1.03M Buy
8,968
+112
+1% +$12K 0.5% 30
2023
Q3 		$940K Buy
8,856
+33
+0.4% +$3.66K 0.51% 28
2023
Q2 		$975K Buy
8,823
+550
+7% +$60.6K 0.51% 28
2023
Q1 		$904K Hold
8,273
– – 0.48% 27
2022
Q4 		$851K Buy
8,273
+102
+1% +$10.3K 0.47% 26
2022
Q3 		$758K Buy
8,171
+10
+0.1% +$1.04K 0.46% 25
2022
Q2 		$842K Buy
8,161
+20
+0.2% +$2.27K 0.47% 26
2022
Q1 		$1.01M Hold
8,141
– – 0.47% 26
2021
Q4 		$1.09M Buy
8,141
+203
+3% +$27.5K 0.47% 28
2021
Q3 		$1.06M Buy
7,938
+24
+0.3% +$3.3K 0.49% 26
2021
Q2 		$1.08M Sell
7,914
-295
-4% -$39.9K 0.48% 26
2021
Q1 		$1.05M Hold
8,209
– – 0.5% 27
2020
Q4 		$1M Buy
8,209
+92
+1% +$10.4K 0.52% 27
2020
Q3 		$855K Buy
8,117
+19
+0.2% +$1.98K 0.55% 29
2020
Q2 		$782K Hold
8,098
– – 0.53% 29
2020
Q1 		$634K Buy
+8,098
New +$806K 0.54% 25
2017
Q3 		– Sell
-3,218
Closed -$348K – 112
2017
Q2 		$348K Buy
3,218
+19
+0.6% +$2.02K 0.2% 68
2017
Q1 		$328K Sell
3,199
-111
-3% -$11.1K 0.21% 63
2016
Q4 		$311K Buy
3,310
+926
+39% +$88.6K 0.19% 61
2016
Q3 		$237K Buy
+2,384
New +$232K 0.18% 82

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

Palisades Hudson Asset Management's VSS Position: Q1 2026 in Review

Palisades Hudson Asset Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 2,281 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #73.

Palisades Hudson Asset Management first reported a position in VSS in Q3 2016 and has held it in 29 quarters since. The position peaked at $1.13M in Q3 2024. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Palisades Hudson Asset Management held 2,281 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $333K as of Q1 2026.
  • Palisades Hudson Asset 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 0.13% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #73 holding.
  • Palisades Hudson Asset Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2016 and has held it in 29 quarters since.
  • Palisades Hudson Asset Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.13M in Q3 2024.
  • 697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.