VSM Wealth Advisory, LLC
CIK 0002050660 · HUNT VALLEY, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$376.5M
2026 Q2
Positions
507
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VV
VANGUARD LARGE-CAP INDEXFUND ETF SHARES
15.3%
VCSH
VANGUARD SHORT TERM COR BD ETF
5.8%
MGC
VANGUARD MEGA CAP INDEX FUND ETF SHARES
5.1%
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
4.8%
VB
VANGUARD SMALL-CAP INDEXFUND ETF SHARES
4.4%
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
4.2%
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
3.7%
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.