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CSM Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1863523 WARRENDALE, PA

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$8,197,577
-$3,690,186 QoQ
Shares Held
27,044
-40.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#140
of 556 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,197,577 27,044
2026-03-31 $11,887,763 45,387
2025-12-31 $11,118,160 43,102
2025-09-30 $9,638,229 37,904
2025-06-30 $9,351,467 39,461
2025-03-31 $8,911,245 40,186
2024-12-31 $11,176,383 46,514
2024-09-30 $8,571,820 36,136
2024-06-30 $7,743,690 35,515
2024-03-31 $9,515,287 41,626
2023-12-31 $7,334,285 34,380
2023-09-30 $6,413,254 33,920
2023-06-30 $6,741,177 33,894
2023-03-31 $7,140,725 37,670
2022-12-31 $7,080,606 38,578
2022-09-30 $6,540,383 38,268
2022-06-30 $5,684,654 32,279
2022-03-31 $6,256,376 29,439
2021-12-31 $339,015 1,500
2021-09-30 $328,005 1,500
2021-06-30 $337,920 1,500