§ 13F · FUND PROFILE
VSM Wealth Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $302.7T (13F)Positions · 516Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$333.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE CAP ETF | 165K | $52.0T | 15.6% | NEW |
| 2 | VCSH | VANGUARD SHORT TERM COR BD ETF | 260K | $20.7T | 6.2% | NEW |
| 3 | MGC | VANGUARD MEGA CAP ETF | 70K | $17.5T | 5.2% | NEW |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 47K | $15.8T | 4.8% | NEW |
| 5 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 101K | $14.5T | 4.4% | NEW |
| 6 | VB | VANGUARD SMALL CAP ETF | 54K | $13.9T | 4.2% | NEW |
| 7 | VO | VANGUARD MID CAP ETF | 41K | $11.9T | 3.6% | NEW |
| 8 | VEU | VANGUARD FTSE ALL WORLD EX US ETF | 155K | $11.4T | 3.4% | NEW |
| 9 | VUG | VANGUARD GROWTH ETF | 23K | $11.0T | 3.3% | NEW |
| 10 | VTV | VANGUARD VALUE ETF | 55K | $10.5T | 3.2% | NEW |
§ 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 $302748.9 trillion in assets. The fund runs a broad portfolio of 516 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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