Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VSM Wealth Advisory, LLC (CIK 2050660) reported $334.8M across 501 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($50.0M, 14.94%), VCSH ($21.2M, 6.33%), MGC ($16.5M, 4.92%), VTI ($15.5M, 4.61%), VYM ($15.0M, 4.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $50.0M | 14.94% | 167,368 | Added |
| 2 | VCSH | VANGUARD SHORT TERM COR BD ETF | $21.2M | 6.33% | 267,260 | Added |
| 3 | MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $16.5M | 4.92% | 69,634 | Added |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $15.5M | 4.61% | 48,162 | Added |
| 5 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $15.0M | 4.48% | 101,379 | Added |
| 6 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $14.4M | 4.30% | 54,990 | Added |
| 7 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $11.9M | 3.56% | 60,711 | Added |
| 8 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $11.9M | 3.54% | 41,275 | Added |
| 9 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $11.6M | 3.46% | 154,388 | Trimmed |
| 10 | SCHB | SCHWAB U.S. BROAD MARKETETF | $11.2M | 3.35% | 446,978 | Trimmed |
| 11 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $11.0M | 3.28% | 25,181 | Added |
| 12 | DFAU | DIMENSIONAL US CORE Common Stock MARKET ETF | $10.0M | 2.99% | 222,133 | Added |
| 13 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $8.9M | 2.66% | 139,064 | Added |
| 14 | DFUS | DIMENSIONAL U.S. Common Stock MARKET ETF | $8.7M | 2.61% | 123,361 | Added |
| 15 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $8.7M | 2.59% | 338,441 | Added |
| 16 | DFAC | DIMENSIONAL U.S. CORE Common Stock 2 ETF | $8.5M | 2.55% | 219,843 | Added |
| 17 | VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $7.9M | 2.35% | 38,295 | Trimmed |
| 18 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $4.7M | 1.41% | 46,948 | Added |
| 19 | SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $4.1M | 1.24% | 178,376 | Added |
| 20 | VOO | VANGUARD S&P 500 ETF | $4.0M | 1.20% | 6,713 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $4.0M | 1.19% | 23,550 | Trimmed |
| 22 | VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $3.5M | 1.05% | 64,742 | Added |
| 23 | PG | PROCTER & GAMBLE CO | $3.1M | 0.91% | 21,118 | Trimmed |
| 24 | VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $3.0M | 0.90% | 60,586 | Added |
| 25 | AAPL | APPLE INC | $2.8M | 0.84% | 11,138 | Added |
Source: SEC Form 13F filings · as of 2026-03-31