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VSM Wealth Advisory’s WSFS Financial WSFS Stock Holding History

VSM Wealth Advisory’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.5K Hold
750
– – 0.02% 205
2026
Q1 		$49.1K Hold
750
– – 0.01% 210
2025
Q4 		$41.4K Hold
750
– – 0.01% 214
2025
Q3 		$40.4K Hold
750
– – 0.01% 211
2025
Q2 		$41.3K Hold
750
– – 0.01% 229
2025
Q1 		$38.9K Hold
750
– – 0.01% 215
2024
Q4 		$39.8K Buy
+750
New +$40.8K 0.01% 213

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

VSM Wealth Advisory's WSFS Position: Q2 2026 in Review

VSM Wealth Advisory held its WSFS Financial (WSFS) position steady in Q2 2026 at 750 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #205.

VSM Wealth Advisory first reported a position in WSFS in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • VSM Wealth Advisory held 750 shares of WSFS Financial worth $57.5K as of Q2 2026.
  • VSM Wealth Advisory left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #205 holding.
  • VSM Wealth Advisory first reported a position in WSFS Financial in Q4 2024 and has held it in 7 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.