VSM Wealth Advisory, LLC VV — VANGUARD LARGE CAP ETF

Ownership history in VSM Wealth Advisory, LLC  ·  6 quarters on record

AI Ownership Summary

VSM Wealth Advisory, LLC reported VANGUARD LARGE CAP ETF (VV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 16.26% in 2024 Q4. The latest visible filing shows VV at 14.94% 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.

What this VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VSM Wealth Advisory, LLC's position in VANGUARD LARGE CAP ETF, 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

VV was reported at 14.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.26% in 2024 Q4

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

Time in book
Holding Window
2024 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.

VV stock page VSM Wealth Advisory, LLC fund profile VSM Wealth Advisory, LLC full holdings
How VSM Wealth Advisory, LLC held VV — position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 167,368 +2,031 +1.2% 14.94% $50.0M 2026-05-06 $337.39
2025 Q4 REDUCED — — — 165,337 -3,494 -2.1% 15.63% $52.0M 2026-02-06 $316.69
2025 Q3 ADDED — — — 168,831 +3,545 +2.1% 16.17% $52.0M 2025-11-13 $308.72
2025 Q2 REDUCED — — — 165,286 -1,666 -1.0% 15.58% $47.2M 2025-08-11 $291.27
2025 Q1 REDUCED — — — 166,952 -2,077 -1.2% 15.42% $42.9M 2025-05-06 $254.34
2024 Q4 INITIATED — — — 169,029 — — 16.26% $45.6M 2025-02-11 $275.22

🏢 Other funds also holding VV

As of 2026 Q1 — sorted by position size

Addis & Hill, Inc 38.39% Mason & Associates, LLC 29.36% Wealthquest Corp 3Y 7Y 28.0% SFAM, LLC 23.94% Financial Planning Navigators CORP 23.38% James Reed Financial Services, Inc. 3Y 22.18% MilWealth Group LLC 3Y 21.04% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 20.28% James J. Burns & Company, LLC 3Y 19.94% Koesten, Hirschmann & Crabtree, INC. 3Y 17.69%

FAQ About VSM Wealth Advisory, LLC and VV

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

How long has VSM Wealth Advisory, LLC reported owning VV?

VSM Wealth Advisory, LLC reported VV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VV position in VSM Wealth Advisory, LLC's portfolio?

The largest reported portfolio weight for VV was 16.26% in 2024 Q4.

What is the latest reported VV position on this page?

The most recent filing on this page is 2026 Q1, when VSM Wealth Advisory, LLC reported 167,368 shares, equal to 14.94% of portfolio, with an estimated market value of $50.0M.

What does the chart on this VV ownership page compare?

The chart compares VSM Wealth Advisory, LLC's quarterly VV 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 VSM Wealth Advisory, LLC time their VV position?

Based on 13F filing dates vs. subsequent VV price moves, VSM Wealth Advisory, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on VV relative to SPY over the holding period was +-0.0%.

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