account_balance
Investment manager · 13F filer · SEC CIK 2050660
VSM Wealth Advisory, LLC
Reported value$362Mas of Sep 30, 2026
Positions119 5 new, 393 sold out
Top 10 weight55.3%VV alone is 16%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Morningstar Large-Cap ETF
16.0%
MGCVanguard Morningstar Mega Cap ETF
5.4%
VCSHVanguard Short-Term Corporate Bond ETF
5.3%Trimmed −10%
VTIVanguard Morningstar Total Stock Market ETF
5.0%
VBVanguard Morningstar Small-Cap ETF
4.3%
VYMVanguard High Dividend Yield Index ETF
4.3%
VUGVanguard Morningstar Growth ETF
4.1%Added +5%
VTVVanguard Morningstar Value ETF
3.9%Added +3%
SCHBSchwab U.S. Broad Market ETF
3.6%
VEUVanguard Ftse All-World Ex-US Index Fund
3.5%
VOVanguard Morningstar Mid-Cap ETF
3.4%−4%
DFAUDimensional US Core Equity Market ETF
3.3%
VVVanguard Morningstar Large-Cap ETF
16.0%
MGCVanguard Morningstar Mega Cap ETF
5.4%
VCSHVanguard Short-Term Corporate Bond ETF
5.3%−10%
VTIVanguard Morningstar Total Stock Market ETF
5.0%
VBVanguard Morningstar Small-Cap ETF
4.3%
VYMVanguard High Dividend Yield Index ETF
4.3%
VUGVanguard Morningstar Growth ETF
4.1%
VTVVanguard Morningstar Value ETF
3.9%
SCHBSchwab U.S. Broad Market ETF
3.6%
VEU3.5%
VO3.4%
DFAU3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VV Vanguard Morningstar Large-Cap ETF 16.0% Held
MGC Vanguard Morningstar Mega Cap ETF 5.4% Held
VCSH Vanguard Short-Term Corporate Bond ETF 5.3% Trimmed −10%
VTI Vanguard Morningstar Total Stock Market ETF 5.0% Held
VB Vanguard Morningstar Small-Cap ETF 4.3% Held
VYM Vanguard High Dividend Yield Index ETF 4.3% Held
VUG Vanguard Morningstar Growth ETF 4.1% Added +5%
VTV Vanguard Morningstar Value ETF 3.9% Added +3%
SCHB Schwab U.S. Broad Market ETF 3.6% Held
VEU Vanguard Ftse All-World Ex-US Index Fund 3.5% Held
VO Vanguard Morningstar Mid-Cap ETF 3.4% Trimmed −4%
DFAU Dimensional US Core Equity Market ETF 3.3% Held
What changed
Biggest moves since Jun 30, 2026
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