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VSM Wealth Advisory, LLC: VTV position timeline

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

VSM Wealth Advisory, LLC held 63,154 VTV 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 63,154 shares
    Change vs previous 13F +2,443 shares

    3.66% of the 13F portfolio, value $13,763,052.

    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 60,711 shares
    Change vs previous 13F +5,675 shares

    3.56% of the 13F portfolio, value $11,911,483.

    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 55,036 shares
    Change vs previous 13F +927 shares

    3.16% of the 13F portfolio, value $10,511,272.

    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 54,109 shares
    Change vs previous 13F +9,033 shares

    3.14% of the 13F portfolio, value $10,090,716.

    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 45,076 shares
    Change vs previous 13F +4,034 shares

    2.63% of the 13F portfolio, value $7,966,751.

    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 41,042 shares
    Change vs previous 13F +8,457 shares

    2.55% of the 13F portfolio, value $7,089,578.

    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 32,585 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $5,516,625.

    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).