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VSM Wealth Advisory, LLC: VYM position timeline

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

VSM Wealth Advisory, LLC held 100,115 VYM 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 100,115 shares
    Change vs previous 13F -1,264 shares

    4.2% of the 13F portfolio, value $15,821,232.

    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 101,379 shares
    Change vs previous 13F +141 shares

    4.48% of the 13F portfolio, value $15,014,184.

    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 101,238 shares
    Change vs previous 13F -634 shares

    4.36% of the 13F portfolio, value $14,529,648.

    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 101,872 shares
    Change vs previous 13F -245 shares

    4.47% of the 13F portfolio, value $14,358,812.

    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 102,117 shares
    Change vs previous 13F +522 shares

    4.5% of the 13F portfolio, value $13,613,274.

    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 101,595 shares
    Change vs previous 13F +326 shares

    4.71% of the 13F portfolio, value $13,101,738.

    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 101,269 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $12,920,857.

    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).