Vsm Wealth Advisory, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Vsm Wealth Advisory, LLC

CIK Number: 0002050660

302.75M
Market Value
490
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 11, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VV Vanguard Large ...
305.39
-0.71% 165.29K -1% 47.16M 269.7 15.58% Share
2 VGSH Vanguard Short-...
58.95
+0.15% 221.23K +16.96K% 17.59M 58.78 5.81% Share
3 MGC Vanguard Mega C...
242.43
-0.62% 70.8K -4.39% 15.92M 212.13 5.26% Share
4 VTI Vanguard Total ...
325.76
-0.8% 47.07K +0.77% 14.31M 289.66 4.73% Share
5 VYM Vanguard High D...
139.49
-1.01% 102.12K +0.51% 13.61M 127.62 4.50% Share
6 VBK Vanguard Small ...
301.55
-1.17% 53.96K +8.13K% 12.79M 276.98 4.22% Share
7 VO Vanguard Mid Ca...
288.76
-1.26% 41.24K -2.74% 11.54M 264.13 3.81% Share
8 SCHB Schwab U.S. Bro...
25.51
-0.74% 469.41K -1.61% 11.19M 22.7 3.69% Share
9 VEU Vanguard FTSE A...
72.23
+0.41% 155.02K -0.3% 10.42M 57.41 3.44% Share
10 DFUV Dimensional US ...
44.09
-1.1% 203.07K +20.21K% 8.6M 42.27 2.84% Share
11 VUG Vanguard Growth...
475.99
-0.52% 18.69K +16.47% 8.19M 405.42 2.71% Share
12 SCHG Schwab U.S. Lar...
31.74
-0.6% 332.45K +3.87K% 8.13M 29.13 2.68% Share
13 VXF Vanguard Extend...
209.21
-1.61% 41.39K -3.52% 7.98M 189.98 2.63% Share
14 VTV Vanguard Value ...
184.71
-1.04% 45.08K +9.83% 7.97M 170.61 2.63% Share
15 DFAU Dimensional US ...
45.31
-0.76% 113.41K -43.1% 7.6M 40.35 2.51% Share
16 VEA Vanguard Develo...
60.66
+0.43% 132.39K +2.32% 7.55M 48.07 2.49% Share
17 DFAC Dimensional U.S...
38.09
-0.96% 194.84K +7.37% 6.98M 34.56 2.31% Share
18 SCHZ Schwab U.S. Agg...
23.66
+0.32% 177.28K +0.58% 4.12M 22.7 1.36% Share
19 VOO Vanguard S&P 50...
607.40
-0.66% 6.81K +9.18% 3.87M 541.26 1.28% Share
20 PG The Procter & G...
149.65
+1.51% 23.24K +0.26% 3.7M 167.63 1.22% Share
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