SEC 13F Intelligence

Csm Advisors, LLC / VTWO

Csm Advisors, LLC’s Vanguard Scottsdale Fds Position

Does Csm Advisors, LLC own Vanguard Scottsdale Fds (VTWO)? Yes379.9K shares worth $38M (+0.94% of its 13F portfolio) as of Q1 2026, up from 361.8K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
379.9K
% of Portfolio
+0.94%
Quarters Held
20
currently held

Position History VTWO

Reported value by quarter
Q2 ’21: $1MQ2 ’21Q3 ’21: $955,000Q4 ’21: $969,000Q1 ’22: $21MQ1 ’22Q2 ’22: $17MQ3 ’22: $20MQ4 ’22: $22MQ4 ’22Q1 ’23: $22MQ2 ’23: $20MQ3 ’23: $19MQ3 ’23Q4 ’23: $22MQ1 ’24: $28MQ2 ’24: $23MQ2 ’24Q3 ’24: $26MQ4 ’24: $67MQ1 ’25: $27MQ1 ’25Q2 ’25: $28MQ3 ’25: $30MQ4 ’25: $36MQ4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026379.9K$38M+0.94%
Q4 2025361.8K$36M+0.98%
Q3 2025308.9K$30M+0.84%
Q2 2025323.2K$28M+0.82%
Q1 2025329.6K$27M+1.45%
Q4 2024746.1K$67M+1.83%
Q3 2024288.9K$26M+1.68%
Q2 2024283.3K$23M+1.64%
Q1 2024334.5K$28M+1.87%
Q4 2023271.0K$22M+1.58%
Q3 2023269.8K$19M+1.68%
Q2 2023269.6K$20M+1.54%
Q1 2023299.2K$22M+1.86%
Q4 2022305.7K$22M+2.05%
Q3 2022304.8K$20M+2.22%
Q2 2022253.1K$17M+1.58%
Q1 2022253.1K$21M+1.44%
Q4 202110.8K$969,000+0.06%
Q3 202110.8K$955,000+0.07%
Q2 202110.8K$1M+0.07%

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 VTWO.