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VSM Wealth Advisory, LLC: VCSH position timeline

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

VSM Wealth Advisory, LLC held 277,158 VCSH 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 277,158 shares
    Change vs previous 13F +9,898 shares

    5.82% of the 13F portfolio, value $21,903,835.

    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 267,260 shares
    Change vs previous 13F +7,670 shares

    6.33% of the 13F portfolio, value $21,185,691.

    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 259,590 shares
    Change vs previous 13F +258,293 shares

    6.21% of the 13F portfolio, value $20,686,390.

    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 1,297 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $76,328.

    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 1,297 shares
    Change vs previous 13F -210,132 shares

    0.03% of the 13F portfolio, value $76,238.

    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 211,429 shares
    Change vs previous 13F +15,577 shares

    6% of the 13F portfolio, value $16,690,213.

    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 195,852 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $15,278,414.

    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).