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Loomis Grw Y M utual fund shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in Loomis Grw Y M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Loomis Grw Y M utual fund held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loomis Grw Y M utual fund by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $71k 330 213.90

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Vanguard Small-cap Indexfund Etf Shares Etf (VB)
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DIMENSIONAL US CORE Common Stock MARKET ETF Etf (DFAU)
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DIMENSIONAL U.S. Common Stock MARKET ETF Etf (DFUS)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for VSM Wealth Advisory

Top funds holding Loomis Grw Y M utual fund

Wall Street Access Asset Management
Motiv8 Investments
Financial Gravity Wealth
VSM Wealth Advisory

View all funds holding Loomis Grw Y M utual fund