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VSM Wealth Advisory, LLC13F | |
| VSM Wealth Advisory, LLC | |
| Last update 2025-05-06 | 495 Stocks (56 new) |
| Value $278.00 Mil | Turnover 3 % |
VSM Wealth Advisory, LLC Top Holdings of 2025-03-31
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| 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 | +23.24% | +8.41% | 40,503.3 | ||
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 | +2.17% | +3.89% | 34,969.4 | ||
MGC | Vanguard Mega Cap 300 Index ETF | 74,048 | 14,911.7 | +4.91% | 5.360 | +0.25% | 0.250 | +24.09% | +8.30% | 6,838.3 | ||
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 | +14.16% | +6.90% | 58,872.9 | ||
VTI | Vanguard Total Stock Market ETF | 46,706 | 12,836.6 | +1.78% | 4.610 | +0.08% | 0.000 | +22.87% | +7.47% | 473,883.1 | ||
VB | Vanguard Small Cap ETF | 53,701 | 11,908.1 | +0.47% | 4.280 | +0.02% | 0.020 | +19.90% | +1.34% | 60,746.4 | ||
VO | Vanguard Mid-Cap ETF | 42,405 | 10,966.9 | -4.38% | 3.940 | -0.18% | 0.020 | +18.42% | +8.12% | 79,423.8 | ||
SCHB | Schwab U.S. Broad Market ETF | 477,090 | 10,271.8 | -0.68% | 3.690 | -0.03% | 0.030 | +22.90% | +7.46% | 34,974.6 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 155,479 | 9,431.4 | -0.45% | 3.390 | -0.01% | 0.020 | +14.20% | +18.90% | 44,411.9 | ||
SCHX | Schwab U.S. Large-Cap ETF | 371,669 | 8,206.5 | +0.85% | 2.950 | +0.02% | 0.020 | +23.08% | +8.10% | 57,122.4 |
VSM Wealth Advisory, LLC's Historical Top Holdings Breakdowns
VSM Wealth Advisory, LLC's Top Stock Picks
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| 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 | $450.00 | 11.24% | Add 35.81% | 16,047 | 4,231 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.53% | 167.73 ($174.39) 179.21 | $177.43 | 1.74% | 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 | $79.31 | 1.15% | 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 | $229.07 | 7.56% | 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 | $290.51 | 7.25% | 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 | $43.12 | 6.29% | 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 | $283.21 | 5.51% | 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 | $350.91 | -8.48% | 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 | $36.48 | 5.10% | 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 | $90.31 | -0.50% | Reduce -26.32% | 12,794 | -4,571 |
VSM Wealth Advisory, LLC Total Holding History ($B)
VSM Wealth Advisory, LLC's Asset Allocation
VSM Wealth Advisory, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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VSM Wealth Advisory, LLC's Holdings Bubble Chart
VSM Wealth Advisory, LLC News
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