StockDriftsStockDriftsTop 50 VSM Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | 14.94% | 167.4K | $50.0M | +1.23%(+2.03K) | $267.61(+28.16%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT TERM COR BD ETF | 6.33% | 267.3K | $21.2M | +2.95%(+7.67K) | $78.90(-0.14%) | 2026-03-31 | |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | 4.92% | 69.6K | $16.5M | +0.14%(+95) | $209.73(+30.05%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 4.61% | 48.2K | $15.5M | +1.98%(+936) | $287.60(+28.22%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 4.48% | 101.4K | $15.0M | +0.14%(+141) | $127.95(+24.64%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 4.3% | 55.0K | $14.4M | +2.04%(+1.10K) | $245.87(+22.15%) | 2026-03-31 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 3.56% | 60.7K | $11.9M | +10.31%(+5.67K) | $175.65(+24.78%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 3.54% | 41.3K | $11.9M | +0.26%(+107) | $66.11(+21.78%) | 2026-03-31 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | 3.46% | 154.4K | $11.6M | -0.20%(-314) | $60.25(+37.73%) | 2026-03-31 | |
| SCHB | SCHWAB U.S. BROAD MARKETETF | 3.35% | 447.0K | $11.2M | -0.81%(-3.64K) | $22.44(+28.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.74% | +28.59% |
| Top 20 Holdings Unweighted | +8.65% | +28.27% |
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