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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CSM Advisors's VTWO Position: Q1 2026 in Review

CSM Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 5% in Q1 2026, buying an estimated $1.89M and bringing the position to 379,911 shares worth $38.1M. The position accounts for 0.94% of the portfolio, ranked #24.

CSM Advisors first reported a position in VTWO in Q2 2021 and has held it in 20 quarters since. 678 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • CSM Advisors held 379,911 shares of Vanguard Russell 2000 ETF worth $38.1M as of Q1 2026.
  • CSM Advisors bought 18,159 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $1.89M.
  • Vanguard Russell 2000 ETF made up 0.94% of CSM Advisors's portfolio in Q1 2026, its #24 holding.
  • CSM Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2021 and has held it in 20 quarters since.
  • 678 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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