VSM Wealth Advisory, LLC ETF holdings
Hunt Valley, MD
Reported $335.7M in 172 ETFs in its Form 13F for June 30, 2026.
ETF value
$335.7M
ETFs held
172
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
89.2%
of $376.5M
Top 10 of 172 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VV | Vanguard Morningstar Large-Cap ETF | $57.4M | 166,932 | −436 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $21.9M | 277,158 | +9,898 shares |
| MGC | Vanguard Morningstar Mega Cap ETF | $19.1M | 69,643 | +9 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $18.0M | 48,563 | +401 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $16.5M | 54,504 | −486 shares |
| VYM | Vanguard High Dividend Yield ETF | $15.8M | 100,115 | −1,264 shares |
| VTV | Vanguard Morningstar Value ETF | $13.8M | 63,154 | +2,443 shares |
| VUG | Vanguard Morningstar Growth ETF | $13.6M | 158,390 | +133,209 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $13.0M | 160,789 | +119,514 shares |
| SCHB | Schwab U.S. Broad Market ETF | $12.8M | 442,453 | −4,525 shares |
162 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002050660. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does VSM Wealth Advisory, LLC own?
VSM Wealth Advisory, LLC reported 172 ETF positions worth $335.7M in its Form 13F for June 30, 2026. The largest was VV, at $57.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.