Williams Jones Wealth Management, LLC. VSMAX — VANGUARD INDEX FDS SMCP INDEX

Ownership history in Williams Jones Wealth Management, LLC.  ·  27 quarters on record

AI Ownership Summary

Williams Jones Wealth Management, LLC. reported VANGUARD INDEX FDS SMCP INDEX (VSMAX) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows VSMAX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VSMAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams Jones Wealth Management, LLC.'s position in VANGUARD INDEX FDS SMCP INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VSMAX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VSMAX stock page Williams Jones Wealth Management, LLC. fund profile Williams Jones Wealth Management, LLC. full holdings
How Williams Jones Wealth Management, LLC. held VSMAX — position size vs. price
% of Fund (quarterly)    VSMAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,463 -99 -2.8% 0.01% $434K 2026-05-05 $137.33
2025 Q4 REDUCED — — — 3,562 -121 -3.3% 0.00% $440K 2026-02-13 $131.84
2025 Q3 ADDED — — — 3,683 +1 +0.0% 0.01% $449K 2025-11-14 $118.78
2025 Q2 UNCHANGED — — — 3,682 — 0% 0.01% $418K 2025-08-14 $117.07
2025 Q1 REDUCED 12.0% +7.3% ❌ 3,682 -503 -12.0% 0.00% $391K 2025-05-15 $109.76
2024 Q4 ADDED — — — 4,185 +77 +1.9% 0.01% $482K 2025-02-14 $116.76
2024 Q3 REDUCED — — — 4,108 -54 -1.3% 0.01% $467K 2024-11-14 $116.78
2024 Q2 REDUCED — — — 4,162 -60 -1.4% 0.01% $435K 2024-08-05 $100.44
2024 Q1 ADDED — — — 4,222 +733 +21.0% 0.01% $462K 2024-05-07 $103.21
2023 Q4 REDUCED 29.0% +6.6% ❌ 3,489 -1,428 -29.0% 0.01% $361K 2024-02-14 $99.49
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VSMAX

As of 2026 Q1 — sorted by position size

FULTON BANK, N.A. 3Y 7Y 1.19% FIRST MERCHANTS CORP 3Y 7Y 0.91% Dempze Nancy E 3Y 7Y 0.25% PUZO MICHAEL J 3Y 7Y 0.12% NEVILLE RODIE & SHAW INC 3Y 7Y 0.12% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.06% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.05% Arvest Bank Trust Division 3Y 7Y 0.03% McIlrath & Eck, LLC 3Y 7Y 0.01% Coston, McIsaac & Partners 3Y 0.01%

FAQ About Williams Jones Wealth Management, LLC. and VSMAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Williams Jones Wealth Management, LLC. reported owning VSMAX?

Williams Jones Wealth Management, LLC. reported VSMAX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VSMAX position in Williams Jones Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for VSMAX was 0.01% in 2024 Q1.

What is the latest reported VSMAX position on this page?

The most recent filing on this page is 2026 Q1, when Williams Jones Wealth Management, LLC. reported 3,463 shares, equal to 0.01% of portfolio, with an estimated market value of $434K.

What does the chart on this VSMAX ownership page compare?

The chart compares Williams Jones Wealth Management, LLC.'s quarterly VSMAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Williams Jones Wealth Management, LLC. time their VSMAX position?

Based on 13F filing dates vs. subsequent VSMAX price moves, Williams Jones Wealth Management, LLC. correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on VSMAX relative to SPY over the holding period was -4.0%.

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