VSM Wealth Advisory, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$302.7M
Holdings
516
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (516 positions)
| Stock | Value |
|---|---|
VVVANGUARD LARGE CAP ETF | $47.2M |
VGSHVANGUARD SHORT TERM COR BD ETF | $17.6M |
MGCVANGUARD MEGA CAP ETF | $15.9M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $14.3M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $13.6M |
VBKVANGUARD SMALL CAP ETF | $12.8M |
VOVANGUARD MID CAP ETF | $11.5M |
SCHBSCHWAB US BROAD MARKET ETF | $11.2M |
VEUVANGUARD FTSE ALL WORLD EX US ETF | $10.4M |
DFUVDIMENSIONAL US CORE Stock MARKT ETF | $8.6M |
VUGVANGUARD GROWTH ETF | $8.2M |
SCHGSCHWAB US LARGE CAP ETF | $8.1M |
VXFVANGUARD EXTENDED MARKETETF | $8.0M |
VTVVANGUARD VALUE ETF | $8.0M |
DFAUDIMENSIONAL US Stock MARKET ETF | $7.6M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $7.5M |
DFACDIMENSIONAL U S CORE Stock 2 ETF | $7.0M |
SCHZSCHWAB US AGGREGATE BONDETF | $4.1M |
VOOVANGUARD S&P 500 ETF | $3.9M |
PGPROCTER & GAMBLE CO | $3.7M |
MINTPIMCO ENHANCED SHRT MATURTY ACTV ETF | $3.6M |
MSFTMICROSOFT CORP | $3.2M |
VTEBVANGUARD MUNI BND TAX EXEMPT ETF | $3.2M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $3.2M |
XOMEXXON MOBIL CORP | $2.6M |
AAPLAPPLE INC | $2.4M |
SCHMCHARLES SCHWAB US MC ETF | $1.7M |
SCHASCHWAB US SMALL CAP ETF | $1.6M |
BRK/BBERKSHIRE HATHAWAY CLASS B | $1.5M |
LLYELI LILLY AND CO | $1.4M |
DFASDIMENSIONAL U S SMALL CAP ETF | $1.3M |
BONDPIMCO ACTIVE BOND ETF | $1.2M |
MGVVANGUARD MEGA CAP VALUE ETF | $1.2M |
SPYSPDR S&P 500 ETF | $1.0M |
CEGCONSTELLATION ENERGY COR | $993K |
VNQVANGUARD REAL ESTATE ETF | $992K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $949K |
HDHOME DEPOT INC | $944K |
VBRVANGUARD SMALL CAP VALUEETF | $939K |
IVVISHARES CORE S&P 500 ETF | $896K |
JPMJPMORGAN CHASE & CO | $859K |
JNJJOHNSON & JOHNSON | $813K |
IBMIBM CORP | $804K |
DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | $801K |
MGKVANGUARD MEGA CAP GROWTHETF | $683K |
SCHVSCHWAB US LARGE CAP GROWTH ETF | $667K |
ESGVVANGUARD ESG U.S. STOCK ETF | $660K |
SCHOSCHWAB SHORT TERM US TREASURY ETF | $642K |
SCHFSCHWAB INTERNATIONAL Stock ETF | $642K |
USFRWISDOMTREE FLOATING RATETREASRY ETF | $596K |
MCXMCCORMICK & CO INC | $582K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $553K |
BSVVANGUARD SHORT-TERM BONDETF | $544K |
GQ9SPDR GOLD SHARES ETF | $528K |
VTVANGUARD TOTAL WORLD STOCK ETF | $515K |
VTESVAN SHT TX EXPT BND | $501K |
WMWASTE MGMT INC DEL | $496K |
SCHXSCHWAB US LARGE CAP VALUE ETF | $494K |
AMZNAMAZON.COM INC | $462K |
IVEISHARES S&P 500 VALUE ETF | $453K |
WMTWALMART INC | $449K |
CATCATERPILLAR INC | $428K |
DUKDUKE ENERGY CORP NEW | $424K |
WFCWELLS FARGO & CO | $421K |
ETNEATON CORP PLC F | $415K |
DYT1DYNEX CAP INC REIT | $414K |
AONAON PLC FCLASS A | $412K |
TSLATESLA INC | $405K |
KOTHE COCA-COLA CO | $382K |
SCHHCHARLES SCHWAB US REIT ETF | $373K |
MCDMCDONALDS CORP | $360K |
CSXCSX CORP | $339K |
PEOEXELON CORP | $321K |
SANBANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $304K |
SCHESCHWAB EMERGING MARKETS Stock ETF | $301K |
VXUSVANGUARD TOTAL BOND MARKET ETF | $300K |
NVDANVIDIA CORP | $287K |
IJJISHARES S&P MID CAP 400 VALUE ETF | $265K |
TFCTRUIST FINL CORP | $260K |
DISDISNEY WALT CO | $256K |
HONHONEYWELL INTL INC | $256K |
FLRNSPDR BLOOMBERG INT GRD FLT RT ETF | $248K |
DUSBDIMENSNL ULTRASHRT FIXEDINCM ETF | $246K |
AMDADVANCED MICRO DEVIC | $245K |
CVXCHEVRON CORP NEW | $242K |
IVWISHARES S&P 500 GROWTH ETF | $241K |
SOSOUTHERN CO | $239K |
EDCONSOLIDATED EDISON INC | $236K |
VOEVANGUARD MID CAP VALUE ETF | $232K |
AEPAMERICAN ELEC PWR CO INC | $221K |
IUSGISHARES CORE S&P US GROWTH ETF IV | $219K |
DFAEDIMENSIONAL EMERG CORE EQY MRKT ETF | $217K |
ROKROCKWELL AUTOMATION INC | $207K |
VOOVVANGUARD S&P 500 VALUE ETF | $206K |
BACVERIZON COMMUNICATIONS I | $195K |
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | $194K |
ABBVABBVIE INC | $188K |
JEFJEFFERIES FINL GROUP INC | $187K |
VPUVANGUARD UTILITIES ETF | $182K |
DFLVDIMENSIONL US LARGE CAP VALUE ETF | $180K |
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