VSM Wealth Advisory, LLC: 13F holdings
CIK 20506602026Q2
| Positions | 507 |
|---|---|
| Reported value | $376.5m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VV VANGUARD LARGE-CAP INDEXFUND ETF SHARES | 166,932 | $57.4m | 15.2% |
| VCSH VANGUARD SHORT TERM COR BD ETF | 277,158 | $21.9m | 5.8% |
| MGC VANGUARD MEGA CAP INDEX FUND ETF SHARES | 69,643 | $19.1m | 5.1% |
| VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 48,563 | $18.0m | 4.8% |
| VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 54,504 | $16.5m | 4.4% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 100,115 | $15.8m | 4.2% |
| VTV VANGUARD VALUE INDEX FUND ETF SHARES | 63,154 | $13.8m | 3.7% |
| VUG VANGUARD GROWTH INDEX FUND ETF SHARES | 158,390 | $13.6m | 3.6% |
| VO VANGUARD MID-CAP INDEX FUND ETF SHARES | 160,789 | $13.0m | 3.4% |
| SCHB SCHWAB U.S. BROAD MARKETETF | 442,453 | $12.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2050660")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.