Vsm Wealth Advisory, LLC New Holdings in Q4 2024

Vsm Wealth Advisory, LLC

  • $280 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
169K
New
$260.27 - $280.65 $44M - $47.4M
169K $45.6B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
196K
New
$77.86 - $79.27 $15.2M - $15.5M
196K $15.3B
MGC
Vanguard Mega Cap ETF

ETFs
70.6K
New
$204.21 - $220.18 $14.4M - $15.5M
70.6K $15B
VTI
Vanguard Total Stock Market Et

ETFs
45.9K
New
$280.04 - $302.45 $12.9M - $13.9M
45.9K $13.3B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
101K
New
$126.68 - $134.74 $12.8M - $13.6M
101K $12.9B
VB
Vanguard Small Cap ETF

ETFs
53.5K
New
$233.76 - $261.58 $12.5M - $14M
53.5K $12.8B
VO
Vanguard Mid Cap ETF

ETFs
44.3K
New
$261.5 - $284.63 $11.6M - $12.6M
44.3K $11.7B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
480K
New
$22.01 - $66.82 $10.6M - $32.1M
480K $10.9B
VEU
Vanguard Ftse All World Ex Us

ETFs
156K
New
$57.29 - $63.1 $8.95M - $9.85M
156K $8.97B
SCHX
Schwab Strategic Tr Us Large C

ETFs
369K
New
$22.4 - $68.28 $8.26M - $25.2M
369K $8.54B
DFAU
Dimensional ETF Tr

ETFs
186K
New
$39.27 - $42.38 $7.31M - $7.88M
186K $7.53B
DFUS
Dimensional ETF Tr U S Equity

ETFs
104K
New
$61.52 - $66.5 $6.42M - $6.94M
104K $6.65B
VEA
Vanguard Ftse Developed Market

ETFs
128K
New
$47.57 - $52.44 $6.08M - $6.7M
128K $6.11B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
168K
New
$33.92 - $36.6 $5.69M - $6.14M
168K $5.8B
VTV
Vanguard Value ETF

ETFs
32.6K
New
$168.32 - $181.87 $5.48M - $5.93M
32.6K $5.52B
VUG
Vanguard Growth ETF

ETFs
11.8K
New
$378.79 - $428.11 $4.48M - $5.06M
11.8K $4.85B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
83.8K
New
$49.79 - $51.14 $4.17M - $4.29M
83.8K $4.2B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
176K
New
$22.63 - $47.53 $3.99M - $8.38M
176K $4B
PG
Procter & Gamble CO

Consumer Defensive
23.2K
New
$161.05 - $179.7 $3.73M - $4.16M
23.2K $3.89B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.24K
New
$521.84 - $558.82 $3.26M - $3.49M
6.24K $3.36B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
33.3K
New
$100.22 - $100.73 $3.34M - $3.36M
33.3K $3.35B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64.2K
New
$44.04 - $49.49 $2.83M - $3.18M
64.2K $2.83B
AAPL
Apple Inc.

Technology
11.4K
New
$221.69 - $259.02 $2.52M - $2.94M
11.4K $2.82B
MSFT
Microsoft Corp

Technology
6.51K
New
$406.35 - $454.46 $2.64M - $2.96M
6.51K $2.74B
XOM
Exxon Mobil Corp

Energy
24.8K
New
$105.51 - $125.37 $2.61M - $3.11M
24.8K $2.67B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
80.2K
New
$27.54 - $83.04 $2.21M - $6.66M
80.2K $2.22B
SCHA
Schwab Strategic Tr Us Small C

ETFs
70.5K
New
$25.33 - $51.16 $1.79M - $3.61M
70.5K $1.82B
VNQ
Vanguard Specialized Funds Van

ETFs
17.4K
New
$87.85 - $98.6 $1.53M - $1.71M
17.4K $1.55B
DFAS
Dimensional ETF Tr U S Small C

ETFs
21.8K
New
$63.58 - $71.15 $1.39M - $1.55M
21.8K $1.42B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.13K
New
$442.29 - $483.08 $1.38M - $1.51M
3.13K $1.42B
LLY
Eli Lilly & CO

Healthcare
1.76K
New
$727.2 - $932.06 $1.28M - $1.64M
1.76K $1.36B
BOND
Pimco Active Bond Exchange Tra

ETFs
12.3K
New
$90.42 - $94.5 $1.11M - $1.17M
12.3K $1.11B
VBR
Vanguard Small Cap Value ETF

ETFs
5.34K
New
$197.36 - $217.3 $1.05M - $1.16M
5.34K $1.06B
HD
Home Depot, Inc.

Consumer Cyclical
2.56K
New
$385.02 - $431.37 $986K - $1.1M
2.56K $996M
MGV
Vanguard Mega Cap Value

ETFs
7.95K
New
$124.06 - $133.48 $987K - $1.06M
7.95K $994M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.61K
New
$567.81 - $607.81 $915K - $980K
1.61K $945M
IVV
Ishares Core S&P 500 ETF

ETFs
1.39K
New
$570.51 - $610.59 $791K - $847K
1.39K $816M
MKC
Mccormick & CO Inc

Consumer Defensive
10.1K
New
$73.97 - $84.09 $747K - $849K
10.1K $792M
VGT
Vanguard Information Technolog

ETFs
1.26K
New
$571.78 - $647.97 $720K - $816K
1.26K $783M
JNJ
Johnson & Johnson

Healthcare
5.3K
New
$143.34 - $165.86 $760K - $880K
5.3K $767M
SCHO
Schwab Short Term Us Treasury

ETFs
31.4K
New
$24.06 - $48.88 $755K - $1.53M
31.4K $755M
JPM
Jpmorgan Chase & CO

Financial Services
3.09K
New
$205.18 - $250.29 $633K - $773K
3.09K $740M
DFAI
Dimensional ETF Tr

ETFs
24.6K
New
$29.0 - $31.6 $712K - $776K
24.6K $717M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.96K
New
$100.18 - $109.1 $597K - $650K
5.96K $625M
CEG
Constellation Energy Corp

Utilities
2.7K
New
$224.28 - $285.52 $605K - $770K
2.7K $603M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.5K
New
$18.41 - $40.87 $579K - $1.29M
31.5K $582M
VIG
Vanguard Dividend Appreciation

ETFs
2.69K
New
N/A
2.69K $526M
CAT
Caterpillar Inc

Industrials
1.4K
New
$360.37 - $416.88 $505K - $584K
1.4K $508M
VT
Vanguard Total World Stk Index

ETFs
4.1K
New
$117.09 - $123.07 $480K - $505K
4.1K $482M
Activity Summary
Buys All Purchases 474 New Holdings 474 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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