Vsm Wealth Advisory, LLC Reduced Holdings in Q2 2025

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-10
- 55.56%
$179.95 - $278.88 $1.8K - $2.79K
8 $2.23M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.23K
- 7.47%
$20.42 - $25.3 $107K - $132K
64.8K $1.64B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-33
- 6.51%
$90.56 - $109.49 $2.99K - $3.61K
474 $51.8M
KD
Kyndryl Holdings, Inc.

Technology
-40
- 50.0%
$27.77 - $41.96 $1.11K - $1.68K
40 $1.68M
IVE
Ishares S&P 500 Value ETF

ETFs
-62
- 2.6%
$168.34 - $195.42 $10.4K - $12.1K
2.32K $453M
PANW
Palo Alto Networks Inc

Technology
-12
- 13.04%
$152.44 - $204.64 $1.83K - $2.46K
80 $16.4M
T
At&T Inc.

Communication Services
-25
- 0.99%
$26.33 - $28.94 $658 - $724
2.5K $72.2M
DRS
Leonardo Drs, Inc.
-50
- 15.38%
N/A
275 $12.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-9
- 0.13%
$77.74 - $78.78 $700 - $709
6.91K $544M
NEM
Newmont Corp

Basic Materials
-25
- 4.82%
$44.18 - $59.46 $1.1K - $1.49K
494 $28.8M
DFAX
Dimensional ETF Tr
-430
- 6.77%
$23.37 - $29.39 $10K - $12.6K
5.92K $174M
XLK
Technology Sector Spdr

ETFs
-42
- 10.5%
$179.73 - $253.23 $7.55K - $10.6K
358 $90.7M
NVDA
Nvidia Corp

Technology
-407
- 18.31%
$94.31 - $157.99 $38.4K - $64.3K
1.82K $287M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-443
- 2.12%
$52.31 - $63.72 $23.2K - $28.2K
20.4K $1.3B
DFAI
Dimensional ETF Tr

ETFs
-635
- 2.67%
$28.02 - $34.71 $17.8K - $22K
23.2K $801M
TSLA
Tesla, Inc.

Consumer Cyclical
-45
- 3.41%
$221.86 - $362.89 $9.98K - $16.3K
1.28K $405M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-217
- 0.74%
$17.76 - $22.1 $3.85K - $4.8K
29K $642M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2
- 0.03%
$86.93 - $109.64 $174 - $219
6.02K $660M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.36%
$496.48 - $617.85 $2.98K - $3.71K
1.64K $1.01B
VO
Vanguard Mid Cap ETF

ETFs
-1.16K
- 2.74%
$228.54 - $279.83 $266K - $325K
41.2K $11.5B
VXF
Vanguard Extended Market ETF

ETFs
-1.51K
- 3.52%
$150.43 - $192.71 $227K - $291K
41.4K $7.98B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.68K
- 1.61%
$19.1 - $23.83 $147K - $183K
469K $11.2B
VEU
Vanguard Ftse All World Ex Us

ETFs
-460
- 0.3%
$54.19 - $67.22 $24.9K - $30.9K
155K $10.4B
MGC
Vanguard Mega Cap ETF

ETFs
-3.25K
- 4.39%
$179.23 - $224.92 $583K - $731K
70.8K $15.9B
VV
Vanguard Large Cap ETF

ETFs
-1.67K
- 1.0%
$228.25 - $285.3 $380K - $475K
165K $47.2B
Activity Summary
Buys All Purchases 185 New Holdings 51 Increased Positions 134 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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