VSM Wealth Advisory, LLC

DOSSIER · 13F-HR · Q2 2026

VSM Wealth Advisory, LLC

$376M in tracked AUM across 507 positions as of Q2 2026.

VW

CIK 0002050660 · last filed Jun 30, 2026

Total AUM

$376M

as of Q2 2026

Holdings

507

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

VSM Wealth Advisory, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

VV

VANGUARD LARGE-CAP INDEXFUND ETF SHARES

$57M167K15.2%02

VCSH

VANGUARD SHORT TERM COR BD ETF

$22M277K5.8%03

MGC

VANGUARD MEGA CAP INDEX FUND ETF SHARES

$19M70K5.1%04

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

$18M49K4.8%05

VB

VANGUARD SMALL-CAP INDEXFUND ETF SHARES

$17M55K4.4%06

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

$16M100K4.2%07

VTV

VANGUARD VALUE INDEX FUND ETF SHARES

$14M63K3.7%08

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

$14M158K3.6%09

VO

VANGUARD MID-CAP INDEX FUND ETF SHARES