Csm Advisors, LLC’s Vanguard Tax-Managed Fds Position
Does Csm Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 317.0K shares worth $20M (+0.50% of its 13F portfolio) as of Q1 2026, up from 307.5K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
317.0K
% of Portfolio
+0.50%
Quarters Held
16
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 317.0K | $20M | +0.50% |
| Q4 2025 | 307.5K | $19M | +0.52% |
| Q3 2025 | 253.7K | $15M | +0.42% |
| Q2 2025 | 229.5K | $13M | +0.38% |
| Q1 2025 | 229.5K | $12M | +0.64% |
| Q4 2024 | 461.1K | $22M | +0.60% |
| Q3 2024 | 254.1K | $13M | +0.87% |
| Q2 2024 | 290.7K | $14M | +1.01% |
| Q1 2024 | 245.7K | $12M | +0.81% |
| Q4 2023 | 245.3K | $12M | +0.85% |
| Q3 2023 | 175.0K | $8M | +0.67% |
| Q2 2023 | 175.0K | $8M | +0.61% |
| Q1 2023 | 173.8K | $8M | +0.68% |
| Q4 2022 | 120.2K | $5M | +0.48% |
| Q3 2022 | 141.2K | $5M | +0.56% |
| Q2 2022 | 24.9K | $1M | +0.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Csm Advisors, LLC’s full portfolio or all institutional holders of VEA.