What does VSM Wealth Advisory, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

VSM Wealth Advisory, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD LARGE-CAP INDEXFUND ETF SHARES

$50M167K14.9%

VANGUARD SHORT TERM COR BD ETF

$21M267K6.3%

VANGUARD MEGA CAP INDEX FUND ETF SHARES

$16M70K4.9%

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

$15M48K4.6%

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

$15M101K4.5%

VANGUARD SMALL-CAP INDEXFUND ETF SHARES

$14M55K4.3%

VANGUARD VALUE INDEX FUND ETF SHARES

$12M61K3.6%

VANGUARD MID-CAP INDEX FUND ETF SHARES

$12M41K3.5%

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES

$12M154K3.5%

SCHWAB U.S. BROAD MARKETETF

$11M447K3.4%

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