Position in AON
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$383,101
+$10,291 QoQ
Shares Held
1,155
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#814
of 1,247 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AON Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $383,101 across 1 Insurance Brokers name. AON ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
This page
|
1,155 | $383,101 |
All Filings in AON
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,101 | 1,155 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $372,810 | 1,155 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $407,576 | 1,155 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $411,849 | 1,155 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $412,057 | 1,155 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $460,948 | 1,155 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||