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CSM Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

CSM Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8M Buy
19,706
+37
+0.2% +$23.1K 0.29% 89
2025
Q4 		$12.3M Sell
19,669
-1,150
-6% -$715K 0.34% 79
2025
Q3 		$12.7M Buy
20,819
+1,255
+6% +$740K 0.36% 77
2025
Q2 		$11.1M Buy
19,564
+314
+2% +$165K 0.32% 88
2025
Q1 		$9.89M Sell
19,250
-70
-0.4% -$37.8K 0.54% 43
2024
Q4 		$10.4M Sell
19,320
-550
-3% -$298K 0.49% 48
2024
Q3 		$10.5M Sell
19,870
-1,050
-5% -$534K 0.68% 50
2024
Q2 		$10.5M Sell
20,920
-1,850
-8% -$890K 0.74% 41
2024
Q1 		$10.9M Sell
22,770
-2,695
-11% -$1.23M 0.72% 44
2023
Q4 		$11.1M Buy
25,465
+270
+1% +$111K 0.8% 34
2023
Q3 		$9.89M Sell
25,195
-300
-1% -$123K 0.86% 32
2023
Q2 		$10.4M Sell
25,495
-1,550
-6% -$598K 0.78% 37
2023
Q1 		$10.2M Sell
27,045
-550
-2% -$202K 0.88% 32
2022
Q4 		$9.7M Hold
27,595
– – 0.92% 28
2022
Q3 		$9.06M Sell
27,595
-250
-0.9% -$91.3K 0.99% 27
2022
Q2 		$9.66M Hold
27,845
– – 0.88% 30
2022
Q1 		$11.6M Sell
27,845
-1,980
-7% -$811K 0.79% 36
2021
Q4 		$13M Sell
29,825
-240
-0.8% -$101K 0.86% 34
2021
Q3 		$11.9M Sell
30,065
-200
-0.7% -$81.1K 0.88% 34
2021
Q2 		$11.9M Buy
+30,265
New +$11.6M 0.79% 37

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

CSM Advisors's VOO Position: Q1 2026 in Review

CSM Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.19% in Q1 2026, buying an estimated $23.1K and bringing the position to 19,706 shares worth $11.8M. The position accounts for 0.29% of the portfolio, ranked #89.

CSM Advisors first reported a position in VOO in Q2 2021 and has held it in 20 quarters since. The position peaked at $13M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • CSM Advisors held 19,706 shares of Vanguard S&P 500 ETF worth $11.8M as of Q1 2026.
  • CSM Advisors bought 37 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $23.1K.
  • Vanguard S&P 500 ETF made up 0.29% of CSM Advisors's portfolio in Q1 2026, its #89 holding.
  • CSM Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
  • CSM Advisors's Vanguard S&P 500 ETF position peaked at $13M in Q4 2021.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.