Vsm Wealth Advisory, LLC Portfolio Holdings
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
Vsm Wealth Advisory, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $278 Billion distributed in 497 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $42.9B, Vanguard Sht Term Corp Bd ETF with a value of $16.7B, Vanguard Mega Cap ETF with a value of $14.9B, Vanguard Whitehall Fds (Vangua with a value of $13.1B, and Vanguard Total Stock Market Et with a value of $12.8B.
Examining the 13F form we can see an decrease of $2.07B in the current position value, from $280B to 278B.
Vsm Wealth Advisory, LLC is based out at Hunt Valley, MD
Below you can find more details about Vsm Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 497
- Current Value $278 Billion
- Prior Value $280 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 69 stocks
- Additional Purchases 126 stocks
- Sold out of 0 stocks
- Reduced holdings in 52 stocks