Vsm Wealth Advisory, LLC Incresed Positions in Q2 2025

Vsm Wealth Advisory, LLC

  • $303 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
220K
+ 16957.36%
$58.32 - $58.95 $12.8M - $13M
221K $17.6B
VBK
Vanguard Small Cap Growth ETF

ETFs
53.3K
+ 8125.76%
$219.76 - $276.94 $11.7M - $14.8M
54K $12.8B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
202K
+ 20207.4%
$36.25 - $42.28 $7.33M - $8.54M
203K $8.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
324K
+ 3873.38%
$22.27 - $29.21 $7.22M - $9.47M
332K $8.13B
VUG
Vanguard Growth ETF

ETFs
2.64K
+ 16.47%
$329.49 - $438.4 $871K - $1.16M
18.7K $8.19B
VTI
Vanguard Total Stock Market Et

ETFs
361
+ 0.77%
$243.75 - $303.93 $88K - $110K
47.1K $14.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.4K
+ 7.37%
$29.12 - $35.84 $390K - $479K
195K $6.98B
VEA
Vanguard Ftse Developed Market

ETFs
3K
+ 2.32%
$45.65 - $57.01 $137K - $171K
132K $7.55B
VTV
Vanguard Value ETF

ETFs
4.03K
+ 9.83%
$153.67 - $176.74 $620K - $713K
45.1K $7.97B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
573
+ 9.18%
$456.74 - $568.03 $262K - $325K
6.81K $3.87B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
522
+ 0.51%
$114.78 - $133.31 $59.9K - $69.6K
102K $13.6B
CEG
Constellation Energy Corp

Utilities
382
+ 14.17%
$170.96 - $322.76 $65.3K - $123K
3.08K $993M
MGK
Vanguard Mega Cap Growth ETF

ETFs
841
+ 82.05%
$273.67 - $366.17 $230K - $308K
1.87K $683M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
467
+ 0.74%
$39.89 - $49.46 $18.6K - $23.1K
63.8K $3.15B
VGT
Vanguard Information Technolog

ETFs
101
+ 7.59%
$470.37 - $663.28 $47.5K - $67K
1.43K $949M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.94K
+ 90.96%
$55.54 - $69.09 $108K - $134K
4.08K $300M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.68K
+ 4.88%
$100.04 - $100.54 $168K - $169K
36.2K $3.64B
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 2.6%
$210.28 - $289.91 $15.8K - $21.7K
2.96K $859M
Van Sht Tx Expt Bnd
1.47K
+ 42.19%
N/A
4.97K $501M
MGV
Vanguard Mega Cap Value

ETFs
955
+ 12.09%
$114.87 - $131.25 $110K - $125K
8.85K $1.16B
IBM
International Business Machines Corp

Technology
31
+ 1.15%
$221.03 - $294.78 $6.85K - $9.14K
2.73K $804M
AMZN
Amazon Com Inc

Consumer Cyclical
313
+ 17.45%
$167.32 - $223.3 $52.4K - $69.9K
2.11K $462M
IVV
Ishares Core S&P 500 ETF

ETFs
56
+ 4.04%
$498.8 - $620.9 $27.9K - $34.8K
1.44K $896M
AMD
Advanced Micro Devices Inc

Technology
472
+ 37.55%
$78.21 - $143.81 $36.9K - $67.9K
1.73K $245M
DX
Dynex Capital Inc

Real Estate
9.46K
+ 38.82%
$11.13 - $12.99 $105K - $123K
33.8K $414M
GOOG
Alphabet Inc.

Communication Services
413
+ 71.08%
$146.58 - $180.01 $60.5K - $74.3K
994 $176M
SCHW
Schwab Charles Corp

Financial Services
789
+ 80.51%
$69.06 - $91.24 $54.5K - $72K
1.77K $161M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.34K
+ 902.01%
$55.32 - $65.02 $74.4K - $87.4K
1.49K $93.6M
Grayscale Bitcoin Mini Trust ETF
1.62K
+ 2493.85%
N/A
1.69K $80.5M
MELI
Mercadolibre Inc

Consumer Cyclical
26
+ 1300.0%
$1794.73 - $2613.63 $46.7K - $68K
28 $73.2M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.45K
+ 3921.62%
$39.43 - $49.34 $57.2K - $71.6K
1.49K $70.4M
PFE
Pfizer Inc

Healthcare
2.91K
+ 90.81%
$21.59 - $24.84 $62.7K - $72.2K
6.1K $148M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
205
+ 273.33%
$267.56 - $340.8 $54.8K - $69.9K
280 $84.7M
TFC
Truist Financial Corp

Financial Services
1.12K
+ 22.62%
$34.79 - $42.99 $38.8K - $47.9K
6.05K $260M
WMT
Walmart Inc.

Consumer Defensive
123
+ 2.75%
$81.79 - $99.98 $10.1K - $12.3K
4.6K $449M
META
Meta Platforms, Inc.

Communication Services
68
+ 170.0%
$484.66 - $738.09 $33K - $50.2K
108 $79.7M
WFC
Wells Fargo & Company

Financial Services
142
+ 2.78%
$60.98 - $80.12 $8.66K - $11.4K
5.25K $421M
VT
Vanguard Total World Stk Index

ETFs
19
+ 0.48%
$103.16 - $128.52 $1.96K - $2.44K
4.01K $515M
DAL
Delta Air Lines, Inc.

Industrials
1.03K
+ 671.24%
$35.88 - $52.99 $36.8K - $54.4K
1.18K $58M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
126
+ 9.5%
$113.67 - $150.4 $14.3K - $19K
1.45K $219M
BOND
Pimco Active Bond Exchange Tra

ETFs
488
+ 3.94%
$89.87 - $92.93 $43.9K - $45.3K
12.9K $1.19B
EPD
Enterprise Products Partners L.P.

Energy
1.38K
+ 208.3%
$28.95 - $34.22 $40K - $47.3K
2.04K $63.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.09%
$82.96 - $110.1 $166 - $220
2.19K $241M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.02K
+ 0.58%
$22.68 - $23.28 $23.2K - $23.8K
177K $4.12B
TGT
Target Corp

Consumer Defensive
323
+ 1113.79%
$88.76 - $105.77 $28.7K - $34.2K
352 $34.7M
CMCSA
Comcast Corp

Communication Services
834
+ 159.46%
$32.84 - $36.72 $27.4K - $30.6K
1.36K $48.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
521
+ 35.91%
$32.66 - $40.75 $17K - $21.2K
1.97K $79.8M
MO
Altria Group, Inc.

Consumer Defensive
477
+ 45.43%
$55.56 - $60.91 $26.5K - $29.1K
1.53K $89.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4
+ 0.04%
$24.38 - $30.18 $97.5 - $121
9.97K $301M
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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