§ 13F · FUND PROFILE
VSM Wealth Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $303M (13F)Positions · 516Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | 167K | $50M | 14.9% | +1% |
| 2 | VCSH | VANGUARD SHORT TERM COR BD ETF | 267K | $21M | 6.3% | +3% |
| 3 | MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | 70K | $16M | 4.9% | ±0% |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 48K | $15M | 4.6% | +2% |
| 5 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 101K | $15M | 4.5% | ±0% |
| 6 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 55K | $14M | 4.3% | +2% |
| 7 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 61K | $12M | 3.6% | +10% |
| 8 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 41K | $12M | 3.5% | ±0% |
| 9 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | 154K | $12M | 3.5% | ±0% |
| 10 | SCHB | SCHWAB U.S. BROAD MARKETETF | 447K | $11M | 3.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VSM SIGNAL
AC read
VSM Wealth Advisory, LLC is a Other fund managing $303 million in assets. The fund runs a broad portfolio of 516 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed