§ 13F · FUND PROFILE
VSM Wealth Advisory, LLC.
AUM · $376M (13F)Positions · 507Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | 167K | $57M | 15.2% | ±0% |
| 2 | VCSH | VANGUARD SHORT TERM COR BD ETF | 277K | $22M | 5.8% | +4% |
| 3 | MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | 70K | $19M | 5.1% | ±0% |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 49K | $18M | 4.8% | +1% |
| 5 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 55K | $17M | 4.4% | −1% |
| 6 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 100K | $16M | 4.2% | −1% |
| 7 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 63K | $14M | 3.7% | +4% |
| 8 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 158K | $14M | 3.6% | +529% |
| 9 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 161K | $13M | 3.4% | +290% |
| 10 | SCHB | SCHWAB U.S. BROAD MARKETETF | 442K | $13M | 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 $376 million in assets. The fund runs a broad portfolio of 507 positions.
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