SEC 13F Intelligence

Csm Advisors, LLC / VHT

Csm Advisors, LLC’s Vanguard World Fd Position

Does Csm Advisors, LLC own Vanguard World Fd (VHT)? Not currently — the last reported position was 96.1K shares worth $27M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$27M
Q3 2024
Shares
96.1K
% of Portfolio
+1.77%
Quarters Held
1
position exited

Position History VHT

Reported value by quarter
Q3 ’24: $27MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202496.1K$27M+1.77%

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 VHT.