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WSFS Financial Corporation shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in WSFS Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WSFS Financial Corporation by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 750 53.93
2025-06-30 $41k 750 55.00

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 WSFS Financial Corporation

BlackRock
Vanguard Group
Macquarie Group
Dimensional Fund Advisors
State Street Corporation
Franklin Resources
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Investment Management
Champlain Investment Partners
Cooke & Bieler
Invesco
Pzena Investment Management
Brown Advisory Holdings Incorporated
Frontier Capital Management

View all funds holding WSFS Financial Corporation