VW

VSM Wealth Advisory, LLC

13F
VSM Wealth Advisory, LLC
Last update 2025-05-06 495 Stocks (56 new)
Value $278.00 Mil Turnover 3 %
Countries:
VSM Wealth Advisory, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV
Vanguard Large Cap ETF
166,952
42,911.6
-1.23%
15.420
-0.20%
0.110
+19.04%
+9.17%
40,789.1
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
211,429
16,690.2
+7.95%
6.000
+0.44%
0.050
+2.15%
+3.85%
34,956.2
 
MGC
Vanguard Mega Cap 300 Index ETF
74,048
14,911.7
+4.91%
5.360
+0.25%
0.250
+19.37%
+8.39%
6,881.0
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
101,595
13,101.7
+0.32%
4.710
+0.02%
0.020
+12.89%
+8.53%
59,769.5
 
VTI
Vanguard Total Stock Market ETF
46,706
12,836.6
+1.78%
4.610
+0.08%
0.000
+18.95%
+8.50%
478,431.4
 
VB
Vanguard Small Cap ETF
53,701
11,908.1
+0.47%
4.280
+0.02%
0.020
+17.97%
+3.73%
62,181.4
 
VO
Vanguard Mid-Cap ETF
42,405
10,966.9
-4.38%
3.940
-0.18%
0.020
+15.88%
+9.89%
80,725.0
 
SCHB
Schwab U.S. Broad Market ETF
477,090
10,271.8
-0.68%
3.690
-0.03%
0.030
+19.13%
+8.48%
35,306.3
 
VEU
Vanguard FTSE All-World ex-US ETF
155,479
9,431.4
-0.45%
3.390
-0.01%
0.020
+14.08%
+21.65%
45,437.2
 
SCHX
Schwab U.S. Large-Cap ETF
371,669
8,206.5
+0.85%
2.950
+0.02%
0.020
+19.07%
+9.01%
57,603.9
 

VSM Wealth Advisory, LLC's Historical Top Holdings Breakdowns

VSM Wealth Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.56%
369.1 ($404.54) 427.61
$450.40
11.34%
Add 35.81%
16,047
4,231
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.53%
167.73 ($174.39) 179.21
$180.57
3.54%
Add 25.95%
41,042
8,457
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.44%
77.7 ($78.41) 78.94
$79.29
1.12%
Add 7.95%
211,429
15,577
MGC
Vanguard Mega Cap 300 Index ETF
2025-03-31
Add
Add
+0.25%
199.2 ($212.96) 222.69
$230.50
8.24%
Add 4.91%
74,048
3,466
VV
Vanguard Large Cap ETF
2025-03-31
Reduce
Reduce
-0.20%
253.32 ($270.87) 282.66
$292.56
8.01%
Reduce -1.23%
166,952
-2,077
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.18%
37.84 ($40.57) 42.31
$43.57
7.39%
Add 7.13%
199,310
13,270
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.18%
251.87 ($268.43) 277.95
$287.85
7.23%
Reduce -4.38%
42,405
-1,942
AON
Aon PLC
2025-03-31
New Buy
New Buy
+0.17%
348.44 ($383.42) 409.32
$357.28
-6.82%
New holding
1,155
1,155
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.16%
32.42 ($34.71) 36.1
$36.98
6.54%
Add 8.21%
181,466
13,769
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Reduce
Reduce
-0.14%
85.55 ($90.76) 94.34
$92.04
1.41%
Reduce -26.32%
12,794
-4,571

VSM Wealth Advisory, LLC Total Holding History ($B)

To

VSM Wealth Advisory, LLC's Asset Allocation

To

VSM Wealth Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VSM Wealth Advisory, LLC's Hypothetical Growth since 2025-03-31

VSM Wealth Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

VSM Wealth Advisory, LLC's Holdings Heat Map

Size field:

VSM Wealth Advisory, LLC's Holdings Bubble Chart

VSM Wealth Advisory, LLC News

  • 1

Discussions on VSM Wealth Advisory, LLC

No discussions yet.