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 $376.5M across 507 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VV ($57.4M, 15.25%), VCSH ($21.9M, 5.82%), MGC ($19.1M, 5.06%), VTI ($18.0M, 4.77%), VB ($16.5M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $57.4M | 15.25% | 166,932 | Trimmed |
| 2 | VCSH | VANGUARD SHORT TERM COR BD ETF | $21.9M | 5.82% | 277,158 | Added |
| 3 | MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $19.1M | 5.06% | 69,643 | Added |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $18.0M | 4.77% | 48,563 | Added |
| 5 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $16.5M | 4.39% | 54,504 | Trimmed |
| 6 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $15.8M | 4.20% | 100,115 | Trimmed |
| 7 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $13.8M | 3.66% | 63,154 | Added |
| 8 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $13.6M | 3.62% | 158,390 | Added |
| 9 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $13.0M | 3.44% | 160,789 | Added |
| 10 | SCHB | SCHWAB U.S. BROAD MARKETETF | $12.8M | 3.40% | 442,453 | Trimmed |
| 11 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $12.8M | 3.39% | 152,541 | Trimmed |
| 12 | DFAU | DIMENSIONAL US CORE COMMON STOCK MARKET ETF | $11.7M | 3.10% | 226,108 | Added |
| 13 | DFUS | DIMENSIONAL U.S. COMMON STOCK MARKET ETF | $10.1M | 2.69% | 123,681 | Added |
| 14 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $10.0M | 2.67% | 140,869 | Added |
| 15 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $10.0M | 2.66% | 340,698 | Added |
| 16 | DFAC | DIMENSIONAL U.S. CORE COMMON STOCK 2 ETF | $9.9M | 2.64% | 223,945 | Added |
| 17 | VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $9.2M | 2.46% | 37,552 | Trimmed |
| 18 | EMNT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $5.1M | 1.35% | 50,493 | New |
| 19 | VOO | VANGUARD S&P 500 ETF | $4.5M | 1.19% | 6,539 | Trimmed |
| 20 | SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $4.1M | 1.09% | 178,010 | Trimmed |
| 21 | VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $3.9M | 1.02% | 64,510 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $3.2M | 0.85% | 23,340 | Trimmed |
| 23 | AAPL | APPLE INC | $3.2M | 0.85% | 11,015 | Trimmed |
| 24 | VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $3.1M | 0.83% | 62,145 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $3.1M | 0.82% | 21,128 | Added |
Source: SEC Form 13F filings · as of 2026-06-30