VSM Wealth Advisory »

Truist Financial Corp equities shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Truist Financial Corp equities by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $171k 3.7k 45.72
2025-06-30 $260k 6.0k 42.99

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

Top funds holding Truist Financial Corp equities

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
Victory Capital Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Invesco
Northern Trust
Royal Bank of Canada
FMR
American Century Companies
Federated Investors

View all funds holding Truist Financial Corp equities