VSM Wealth Advisory, LLC - Portfolio overview

VSM Wealth Advisory, LLC has 528 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD LARGE-CAP INDEXFUND ETF SHARES, 14.92%
2. VCSH - VANGUARD SHORT TERM COR BD ETF, 6.32%
3. MGC - VANGUARD MEGA CAP INDEX FUND ETF SHARES, 4.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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