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 Q2	$13.1M	Sell	19,067 -639	-3%	-$426K	0.28%	92
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

CSM Advisors's VOO Position: Q2 2026 in Review

CSM Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.2% in Q2 2026, selling an estimated $426K and leaving 19,067 shares worth $13.1M. The position accounts for 0.28% of the portfolio, ranked #92.

CSM Advisors first reported a position in VOO in Q2 2021 and has held it in 21 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

CSM Advisors held 19,067 shares of Vanguard S&P 500 ETF worth $13.1M as of Q2 2026.
CSM Advisors sold 639 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $426K.
Vanguard S&P 500 ETF made up 0.28% of CSM Advisors's portfolio in Q2 2026, its #92 holding.
CSM Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.