Perigon Wealth Management
VSS icon

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

Perigon 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
Q3 		$4.5M Sell
28,973
-1,324
-4% -$207K 0.07% 244
2026
Q2 		$4.67M Buy
30,297
+589
+2% +$92.4K 0.07% 244
2026
Q1 		$4.33M Buy
29,708
+795
+3% +$120K 0.08% 236
2025
Q4 		$4.14M Buy
28,913
+246
+0.9% +$35K 0.07% 236
2025
Q3 		$4.09M Sell
28,667
-3,701
-11% -$513K 0.08% 231
2025
Q2 		$4.35M Buy
32,368
+364
+1% +$44.9K 0.1% 198
2025
Q1 		$3.7M Buy
32,004
+23
+0.1% +$2.67K 0.1% 211
2024
Q4 		$3.62M Buy
31,981
+682
+2% +$81.9K 0.09% 210
2024
Q3 		$3.94M Buy
31,299
+2,413
+8% +$291K 0.1% 185
2024
Q2 		$3.39M Buy
28,886
+4,075
+16% +$478K 0.1% 184
2024
Q1 		$2.9M Buy
24,811
+1,319
+6% +$149K 0.09% 204
2023
Q4 		$2.7M Buy
23,492
+1,841
+9% +$198K 0.09% 186
2023
Q3 		$2.3M Buy
21,651
+1,927
+10% +$214K 0.09% 192
2023
Q2 		$2.18M Buy
19,724
+9,231
+88% +$1.02M 0.09% 200
2023
Q1 		$1.15M Buy
10,493
+671
+7% +$72.9K 0.07% 248
2022
Q4 		$1.01M Buy
9,822
+3,803
+63% +$382K 0.06% 261
2022
Q3 		$559K Buy
6,019
+592
+11% +$61.5K 0.05% 309
2022
Q2 		$560K Buy
+5,427
New +$616K 0.05% 313
2018
Q2 		– Sell
-201
Closed -$24K – 586
2018
Q1 		$24K Hold
201
– – 0.01% 411
2017
Q4 		$24K Buy
+201
New +$23.4K 0.01% 389

Other funds holding VSS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Perigon Wealth Management's VSS Position: Q3 2026 in Review

Perigon Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.4% in Q3 2026, selling an estimated $207K and leaving 28,973 shares worth $4.5M. The position accounts for 0.07% of the portfolio, ranked #244.

Perigon Wealth Management first reported a position in VSS in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.67M in Q2 2026. 192 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Perigon Wealth Management held 28,973 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.5M as of Q3 2026.
  • Perigon Wealth Management sold 1,324 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $207K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.07% of Perigon Wealth Management's portfolio in Q3 2026, its #244 holding.
  • Perigon Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and has held it in 20 quarters since.
  • Perigon Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.67M in Q2 2026.
  • 192 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.