CWS Financial Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1802459 KALAMAZOO, MI

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$4,427,495

+$77,685 QoQ

Shares Held

16,904

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,427,495	16,904	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$4,349,810	16,863	-1.7%	Shares	Sole	2026-02-06
2025-09-30	$4,360,139	17,147	+8.8%	Shares	Sole	2025-11-04
2025-06-30	$3,735,278	15,762	+0.7%	Shares	Sole	2025-08-08
2025-03-31	$3,470,387	15,650	+3.2%	Shares	Sole	2025-05-14
2024-12-31	$3,645,287	15,171	+9.7%	Shares	Sole	2025-02-04
2024-09-30	$3,280,139	13,828	+6.2%	Shares	Sole	2024-11-14
2024-06-30	$2,839,098	13,021	+13.1%	Shares	Sole	2024-07-31
2024-03-31	$2,632,442	11,516	+9.1%	Shares	Sole	2024-05-01
2023-12-31	$2,251,698	10,555	+3.0%	Shares	Sole	2024-02-08
2023-09-30	$1,938,156	10,251	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$2,031,263	10,213	-1.7%	Shares	Sole	2023-08-14
2023-03-31	$1,969,149	10,388	+152.9%	Shares	Sole	2023-05-09
2022-12-31	$753,798	4,107	-56.5%	Shares	Sole	2023-02-10
2022-09-30	$1,613,561	9,441	+4.8%	Shares	Sole	2022-11-09
2022-06-30	$1,586,927	9,011	-0.8%	Shares	Sole	2022-08-08
2022-03-31	$1,931,381	9,088	+16.7%	Shares	Sole	2022-05-03
2021-12-31	$1,760,165	7,788	+36.9%	Shares	Sole	2022-02-15
2021-06-30	$1,281,843	5,690	+38.5%	Shares	Sole	2021-08-06
2021-03-31	$879,226	4,107	+142.2%	Shares	Sole	2021-05-13
2020-12-31	$330,177	1,696	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.