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.