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CSM Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

CSM Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.9M Sell
212,943
-166,968
-44% -$19M 0.55% 41
2026
Q1 		$38.1M Buy
379,911
+18,159
+5% +$1.89M 0.94% 24
2025
Q4 		$36M Buy
361,752
+52,876
+17% +$5.26M 0.98% 28
2025
Q3 		$30.2M Sell
308,876
-14,281
-4% -$1.33M 0.84% 31
2025
Q2 		$28.2M Sell
323,157
-6,402
-2% -$521K 0.82% 29
2025
Q1 		$26.6M Sell
329,559
-43,507
-12% -$3.82M 1.45% 15
2024
Q4 		$33.3M Buy
373,066
+84,198
+29% +$7.77M 1.56% 18
2024
Q3 		$25.8M Buy
288,868
+5,532
+2% +$479K 1.68% 18
2024
Q2 		$23.2M Sell
283,336
-51,205
-15% -$4.19M 1.64% 15
2024
Q1 		$28.5M Buy
334,541
+63,550
+23% +$5.12M 1.87% 12
2023
Q4 		$22M Buy
270,991
+1,209
+0.4% +$87.6K 1.58% 16
2023
Q3 		$19.3M Buy
269,782
+220
+0.1% +$16.7K 1.68% 13
2023
Q2 		$20.4M Sell
269,562
-29,648
-10% -$2.14M 1.54% 16
2023
Q1 		$21.6M Sell
299,210
-6,510
-2% -$484K 1.86% 12
2022
Q4 		$21.5M Buy
305,720
+924
+0.3% +$66.4K 2.05% 11
2022
Q3 		$20.3M Buy
304,796
+51,704
+20% +$3.81M 2.22% 9
2022
Q2 		$17.3M Hold
253,092
– – 1.58% 11
2022
Q1 		$21M Buy
253,092
+242,292
+2,243% +$19.9M 1.44% 16
2021
Q4 		$969K Hold
10,800
– – 0.06% 111
2021
Q3 		$955K Hold
10,800
– – 0.07% 104
2021
Q2 		$1M Buy
+10,800
New +$981K 0.07% 102

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CSM Advisors's VTWO Position: Q2 2026 in Review

CSM Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 44% in Q2 2026, selling an estimated $19M and leaving 212,943 shares worth $25.9M. The position accounts for 0.55% of the portfolio, ranked #41.

CSM Advisors first reported a position in VTWO in Q2 2021 and has held it in 21 quarters since. The position peaked at $38.1M in Q1 2026. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • CSM Advisors held 212,943 shares of Vanguard Russell 2000 ETF worth $25.9M as of Q2 2026.
  • CSM Advisors sold 166,968 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $19M.
  • Vanguard Russell 2000 ETF made up 0.55% of CSM Advisors's portfolio in Q2 2026, its #41 holding.
  • CSM Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and has held it in 21 quarters since.
  • CSM Advisors's Vanguard Russell 2000 ETF position peaked at $38.1M in Q1 2026.
  • 743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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