StockDriftsStockDriftsTop 50 VSM Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | 15.25% | 166.9K | $57.4M | -0.26%(-436) | $267.61(+33.10%) | 2026-06-30 | |
| VCSH | VANGUARD SHORT TERM COR BD ETF | 5.82% | 277.2K | $21.9M | +3.70%(+9.90K) | $78.90(-0.45%) | 2026-06-30 | |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | 5.06% | 69.6K | $19.1M | +0.01%(+9) | $209.74(+35.27%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 4.77% | 48.6K | $18.0M | +0.83%(+401) | $288.04(+32.63%) | 2026-06-30 | |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 4.39% | 54.5K | $16.5M | -0.88%(-486) | $245.87(+24.62%) | 2026-06-30 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 4.2% | 100.1K | $15.8M | -1.25%(-1.26K) | $127.95(+30.18%) | 2026-06-30 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 3.66% | 63.2K | $13.8M | +4.02%(+2.44K) | $176.81(+27.71%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 3.62% | 158.4K | $13.6M | +4.83%(+7.30K) | $69.37(+28.40%) | 2026-06-30 | |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 3.44% | 160.8K | $13.0M | -2.61%(-4.31K) | $66.11(+25.59%) | 2026-06-30 | |
| SCHB | SCHWAB U.S. BROAD MARKETETF | 3.4% | 442.5K | $12.8M | -1.01%(-4.53K) | $22.44(+33.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.33% |
VSM Wealth Advisory, LLC reports $376.46M in US-listed equity holdings across 507 positions in its most recent 13F filing. Its largest disclosed positions are VV (15.3%), VCSH (5.8%) and MGC (5.1%). The top 20 holdings account for 76.85% of reported assets. Its disclosed equity book has returned +24.94% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from VSM Wealth Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2050660). View VSM Wealth Advisory, LLC’s 13F filings on SEC