PDS Planning’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Sell |
13,776
-329
| -2% | -$49.7K | 0.13% | 75 |
|
|
2025
Q4 | $2.02M | Buy |
14,105
+147
| +1% | +$20.9K | 0.14% | 70 |
|
|
2025
Q3 | $1.99M | Sell |
13,958
-123
| -0.9% | -$17K | 0.14% | 72 |
|
|
2025
Q2 | $1.89M | Sell |
14,081
-101
| -0.7% | -$12.5K | 0.14% | 70 |
|
|
2025
Q1 | $1.64M | Sell |
14,182
-310
| -2% | -$36K | 0.14% | 73 |
|
|
2024
Q4 | $1.66M | Sell |
14,492
-1,077
| -7% | -$129K | 0.15% | 69 |
|
|
2024
Q3 | $1.96M | Sell |
15,569
-2,798
| -15% | -$337K | 0.18% | 67 |
|
|
2024
Q2 | $2.16M | Sell |
18,367
-1,361
| -7% | -$160K | 0.22% | 57 |
|
|
2024
Q1 | $2.31M | Sell |
19,728
-730
| -4% | -$82.6K | 0.24% | 53 |
|
|
2023
Q4 | $2.35M | Sell |
20,458
-1,226
| -6% | -$132K | 0.27% | 47 |
|
|
2023
Q3 | $2.3M | Buy |
21,684
+242
| +1% | +$26.9K | 0.3% | 49 |
|
|
2023
Q2 | $2.37M | Sell |
21,442
-372
| -2% | -$41K | 0.3% | 47 |
|
|
2023
Q1 | $2.38M | Buy |
21,814
+153
| +0.7% | +$16.6K | 0.33% | 44 |
|
|
2022
Q4 | $2.23M | Sell |
21,661
-1,610
| -7% | -$162K | 0.36% | 41 |
|
|
2022
Q3 | $2.16M | Sell |
23,271
-4,522
| -16% | -$470K | 0.39% | 39 |
|
|
2022
Q2 | $2.87M | Sell |
27,793
-1,984
| -7% | -$225K | 0.52% | 37 |
|
|
2022
Q1 | $3.69M | Buy |
29,777
+1,154
| +4% | +$145K | 0.65% | 32 |
|
|
2021
Q4 | $3.83M | Sell |
28,623
-492
| -2% | -$66.6K | 0.73% | 30 |
|
|
2021
Q3 | $3.89M | Sell |
29,115
-874
| -3% | -$120K | 0.9% | 27 |
|
|
2021
Q2 | $4.09M | Sell |
29,989
-1,733
| -5% | -$235K | 1% | 25 |
|
|
2021
Q1 | $4.07M | Sell |
31,722
-1,397
| -4% | -$177K | 1.18% | 23 |
|
|
2020
Q4 | $4.04M | Buy |
33,119
+812
| +3% | +$91.8K | 1.39% | 18 |
|
|
2020
Q3 | $3.4M | Buy |
32,307
+713
| +2% | +$74.3K | 1.39% | 21 |
|
|
2020
Q2 | $3.05M | Sell |
31,594
-1,092
| -3% | -$97.5K | 1.38% | 22 |
|
|
2020
Q1 | $2.56M | Buy |
32,686
+17,530
| +116% | +$1.74M | 1.63% | 17 |
|
|
2019
Q4 | $1.68M | Buy |
15,156
+218
| +1% | +$23.3K | 1.06% | 26 |
|
|
2019
Q3 | $1.52M | Buy |
14,938
+413
| +3% | +$42.4K | 1.06% | 25 |
|
|
2019
Q2 | $1.53M | Buy |
14,525
+675
| +5% | +$70.4K | 1.14% | 24 |
|
|
2019
Q1 | $1.44M | Buy |
13,850
+155
| +1% | +$15.8K | 1.12% | 24 |
|
|
2018
Q4 | $1.3M | Buy |
13,695
+716
| +6% | +$72.6K | 1.11% | 23 |
|
|
2018
Q3 | $1.46M | Buy |
12,979
+1,627
| +14% | +$186K | 1.25% | 22 |
|
|
2018
Q2 | $1.31M | Buy |
11,352
+1,172
| +12% | +$140K | 1.29% | 21 |
|
|
2018
Q1 | $1.21M | Buy |
10,180
+316
| +3% | +$38.2K | 1.23% | 22 |
|
|
2017
Q4 | $1.18M | Buy |
+9,864
| New | +$1.15M | 1.19% | 22 |
|
Other funds holding VSS
MIAS
PDS Planning's VSS Position: Q1 2026 in Review
PDS Planning reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.3% in Q1 2026, selling an estimated $49.7K and leaving 13,776 shares worth $2.01M. The position accounts for 0.13% of the portfolio, ranked #75.
PDS Planning first reported a position in VSS in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.09M in Q2 2021. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.
- PDS Planning held 13,776 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.01M as of Q1 2026.
- PDS Planning sold 329 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $49.7K.
- Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.13% of PDS Planning's portfolio in Q1 2026, its #75 holding.
- PDS Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.09M in Q2 2021.
- 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.