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Disclosery

VSM Wealth Advisory, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VSM Wealth Advisory, LLC on SCHB, newest first. How the timeline and the estimate are built.

VSM Wealth Advisory, LLC held 442,453 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 442,453 shares
    Change vs previous 13F -4,525 shares

    3.4% of the 13F portfolio, value $12,813,441.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 446,978 shares
    Change vs previous 13F -3,640 shares

    3.35% of the 13F portfolio, value $11,219,136.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 450,618 shares
    Change vs previous 13F -7,957 shares

    3.55% of the 13F portfolio, value $11,819,713.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 458,575 shares
    Change vs previous 13F -10,839 shares

    3.67% of the 13F portfolio, value $11,789,957.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 469,414 shares
    Change vs previous 13F -7,676 shares

    3.69% of the 13F portfolio, value $11,186,125.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 477,090 shares
    Change vs previous 13F -3,282 shares

    3.69% of the 13F portfolio, value $10,271,746.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 480,372 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $10,904,442.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).