VSM Wealth Advisory, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VW VSM Wealth Advisory, LLC | Institutional Filer | ▲ 0.56% | $334.8M | 505 |
Current Portfolio Holdings
Showing all 505 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | — | 167K | $50.0M | 14.94% |
| 2 | VCSH | VANGUARD SHORT TERM COR BD ETF | — | 267K | $21.2M | 6.33% |
| 3 | MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | — | 70K | $16.5M | 4.92% |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | — | 48K | $15.5M | 4.61% |
| 5 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | — | 101K | $15.0M | 4.48% |
| 6 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | — | 55K | $14.4M | 4.30% |
| 7 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | — | 61K | $11.9M | 3.56% |
| 8 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | — | 41K | $11.9M | 3.54% |
| 9 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | — | 154K | $11.6M | 3.46% |
| 10 | SCHB | SCHWAB U.S. BROAD MARKETETF | — | 447K | $11.2M | 3.35% |
| 11 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | — | 25K | $11.0M | 3.28% |
| 12 | DFAU | DIMENSIONAL US CORE Common Stock MARKET ETF | — | 222K | $10.0M | 2.99% |
| 13 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | — | 139K | $8.9M | 2.66% |
| 14 | DFUS | DIMENSIONAL U.S. Common Stock MARKET ETF | — | 123K | $8.7M | 2.61% |
| 15 | SCHX | SCHWAB U.S. LARGE-CAP ETF | — | 338K | $8.7M | 2.59% |
Showing 1 to 15 of 505 holdings