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Robert Mewshaw

Vsm Wealth Advisory, Llc

Assets Managed
$334.835M
Holdings
505
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0.57%(2Q avg: 2.06%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Vsm Wealth Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 505 positions.

Assets under management

The assets under management (AUM) of Vsm Wealth Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 334.835M in assets, with a quarterly growth rate of 0.57% and a 2-quarter average growth rate of 2.06%. The portfolio is managed by Robert Mewshaw, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Increased 1.23%
14.94%
$50.018M
167,368 shares@ $298.85 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 2.96%
6.33%
$21.186M
267,260 shares@ $79.27 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Increased 0.14%
4.92%
$16.458M
69,634 shares@ $236.36 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.99%
4.62%
$15.451M
48,162 shares@ $320.81 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.14%
4.49%
$15.014M
101,379 shares@ $148.1 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 2.05%
4.31%
$14.403M
54,990 shares@ $261.92 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 10.32%
3.56%
$11.911M
60,711 shares@ $196.2 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 0.26%
3.55%
$11.853M
41,275 shares@ $287.19 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.2%
3.47%
$11.595M
154,388 shares@ $75.1 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.8%
3.36%
$11.219M
446,978 shares@ $25.1 avg price

1-10 of 505