Institutional Fund
Vsm Wealth Advisory, LLC
Hunt Valley, MDCIK 20506605 filings on record
Portfolio Value
$334.83M
Q1 2026
Holdings
505
Reported positions
New Buys
80
Opened this quarter
QoQ Change
+0.6%
from $332.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds14.9%
- Vanguard Scottsdale Fds6.3%
- Vanguard World Fd4.9%
- Vanguard Index Fds4.6%
- Vanguard Whitehall Fds4.5%
- Vanguard Index Fds4.3%
- Other60.4%
Portfolio Holdings
505 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 167.4K | $50.02M | 14.9% | +2.0K | Added |
| 2 | Vanguard Scottsdale Fds | 267.3K | $21.19M | 6.3% | +7.7K | Added |
| 3 | Vanguard World Fd | 69.6K | $16.46M | 4.9% | +95 | Added |
| 4 | Vanguard Index Fds | 48.2K | $15.45M | 4.6% | +936 | Added |
| 5 | Vanguard Whitehall Fds | 101.4K | $15.01M | 4.5% | +141 | Added |
| 6 | Vanguard Index Fds | 55.0K | $14.40M | 4.3% | +1.1K | Added |
| 7 | Vanguard Index Fds | 60.7K | $11.91M | 3.6% | +5.7K | Added |
| 8 | Vanguard Index Fds | 41.3K | $11.85M | 3.5% | +107 | Added |
| 9 | Vanguard Intl Equity Index F | 154.4K | $11.59M | 3.5% | −314 | Reduced |
| 10 | Schwab Strategic Tr | 447.0K | $11.22M | 3.4% | −3.6K | Reduced |
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