Vsm Wealth Advisory, LLC Incresed Positions in Q3 2025

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
54.6K
+ 14375.53%
$237.58 - $259.17 $13M - $14.2M
55K $14B
SCHA
Schwab Strategic Tr Us Small C

ETFs
338K
+ 520.97%
$25.29 - $28.33 $8.54M - $9.56M
402K $10.7B
DFUS
Dimensional ETF Tr U S Equity

ETFs
117K
+ 8368.57%
$67.01 - $72.84 $7.87M - $8.55M
119K $8.61B
VV
Vanguard Large Cap ETF

ETFs
3.55K
+ 2.14%
$285.05 - $309.14 $1.01M - $1.1M
169K $52B
SCHV
Schwab Strategic Tr Us Large C

ETFs
176K
+ 771.47%
$27.61 - $29.15 $4.86M - $5.13M
199K $4.78B
VUG
Vanguard Growth ETF

ETFs
3.3K
+ 17.65%
$433.97 - $484.08 $1.43M - $1.6M
22K $10.5B
VTV
Vanguard Value ETF

ETFs
9.03K
+ 20.04%
$175.51 - $186.57 $1.59M - $1.69M
54.1K $10.1B
DFAU
Dimensional ETF Tr

ETFs
98.4K
+ 86.74%
$42.42 - $45.96 $4.17M - $4.52M
212K $9.69B
MGC
Vanguard Mega Cap ETF

ETFs
456
+ 0.64%
$224.2 - $245.55 $102K - $112K
71.3K $17.4B
VTI
Vanguard Total Stock Market Et

ETFs
601
+ 1.28%
$303.93 - $329.86 $183K - $198K
47.7K $15.6B
VGSH
Vanguard

ETFs
10.1K
+ 4.56%
$58.43 - $58.88 $589K - $594K
231K $18.5B
VO
Vanguard Mid Cap ETF

ETFs
725
+ 1.76%
$279.83 - $293.74 $203K - $213K
42K $12.3B
VEA
Vanguard Ftse Developed Market

ETFs
2.04K
+ 1.54%
$56.02 - $60.3 $114K - $123K
134K $8.06B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
523
+ 0.82%
$49.43 - $54.52 $25.9K - $28.5K
64.3K $3.48B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.93K
+ 5.33%
$100.16 - $100.7 $193K - $194K
38.1K $3.84B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.98K
+ 92.38%
$72.57 - $74.72 $143K - $148K
4.12K $306M
IVV
Ishares Core S&P 500 ETF

ETFs
119
+ 8.25%
$620.67 - $670.08 $73.9K - $79.7K
1.56K $1.05B
VGT
Vanguard Information Technolog

ETFs
37
+ 2.59%
$656.44 - $753.15 $24.3K - $27.9K
1.47K $1.1B
Van Sht Tx Expt Bnd
1.2K
+ 24.09%
N/A
6.17K $628M
DFAS
Dimensional ETF Tr U S Small C

ETFs
172
+ 0.84%
$63.41 - $69.69 $10.9K - $12K
20.6K $1.41B
VALN
Valneva Se

Healthcare
5K
+ 125.0%
$5.72 - $12.2 $28.6K - $61K
9K $110M
MGK
Vanguard Mega Cap Growth ETF

ETFs
45
+ 2.41%
$362.31 - $405.74 $16.3K - $18.3K
1.91K $769M
GOOGL
Alphabet Inc.

Communication Services
229
+ 57.97%
$174.36 - $254.72 $39.9K - $58.3K
624 $152M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
167
+ 10.99%
$2.43 - $3.1 $406 - $518
1.69K $85.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.06%
$617.65 - $666.84 $618 - $667
1.64K $1.09B
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
6.58K
+ 436.89%
$11.19 - $11.74 $73.7K - $77.3K
8.09K $93.6M
INTC
Intel Corp

Technology
50
+ 0.75%
$19.31 - $35.5 $965 - $1.78K
6.74K $226M
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.19%
$195.41 - $212.37 $1.76K - $1.91K
4.82K $1.01B
MGV
Vanguard Mega Cap Value

ETFs
42
+ 0.47%
$129.46 - $137.85 $5.44K - $5.79K
8.9K $1.23B
HL
Hecla Mining CO

Basic Materials
2
+ 0.02%
$5.59 - $12.1 $11.2 - $24.2
10.2K $123M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.64K
+ 501.22%
$82.96 - $95.7 $136K - $157K
1.97K $77M
NU
Nu Holdings Ltd.

Financial Services
3K
+ 1000.0%
$11.92 - $16.3 $35.8K - $48.9K
3.3K $52.8M
AZO
Autozone Inc

Consumer Cyclical
235
+ 3916.67%
$3649.42 - $4354.54 $858K - $1.02M
241 $70.7M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.1%
$184.85 - $231.54 $185 - $232
1.02K $235M
BOND
Pimco Active Bond Exchange Tra

ETFs
336
+ 2.61%
$90.83 - $93.81 $30.5K - $31.5K
13.2K $1.23B
VT
Vanguard Total World Stk Index

ETFs
14
+ 0.35%
$128.41 - $138.03 $1.8K - $1.93K
4.02K $554M
Dimensnl Ultrashrt Fixedincm ETF
646
+ 13.34%
N/A
5.49K $279M
SPYG
Spdr Portfolio

ETFs
248
+ 47.42%
$94.33 - $105.31 $23.4K - $26.1K
771 $80.6M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.07%
N/A
2.71K $584M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
372
+ 18.21%
$53.81 - $57.52 $20K - $21.4K
2.42K $139M
AYRWF
Ayr Wellness Inc.

Healthcare
274
+ 27400.0%
$0.0 - $0.21 $0 - $57.5
275 $26.9M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.17%
$194.44 - $206.51 $778 - $826
2.32K $480M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.04%
$94.4 - $104.27 $189 - $209
4.6K $474M
DUHP
Dimensional ETF Tr Dimensional

ETFs
744
+ 74.4%
$35.76 - $37.93 $26.6K - $28.2K
1.74K $65.9M
KHC
Kraft Heinz CO

Consumer Defensive
14.8K
+ 6439.13%
$25.63 - $28.94 $380K - $429K
15K $26.1M
CEG
Constellation Energy Corp

Utilities
1
+ 0.03%
$298.82 - $354.89 $299 - $355
3.08K $1.01B
QS
Quantum Scape Corp

Consumer Cyclical
750
+ 46.82%
$6.36 - $14.64 $4.77K - $11K
2.35K $29M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.13%
$98.99 - $112.2 $198 - $224
1.53K $170M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
635
+ 16.21%
$25.0 - $25.33 $15.9K - $16.1K
4.55K $115M
Activity Summary
Buys All Purchases 121 New Holdings 3 Increased Positions 118 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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