CWS Financial Advisors, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1802459 KALAMAZOO, MI

Position in VIG

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

Position Value

$11,770,448

-$236,133 QoQ

Shares Held

54,731

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

5.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,770,448	54,731	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$12,006,581	54,630	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$11,819,681	54,774	+1.5%	Shares	Sole	2025-11-04
2025-06-30	$11,046,858	53,974	+9.4%	Shares	Sole	2025-08-08
2025-03-31	$9,566,422	49,314	+2.4%	Shares	Sole	2025-05-14
2024-12-31	$9,432,543	48,167	+6.0%	Shares	Sole	2025-02-04
2024-09-30	$8,996,677	45,424	+8.6%	Shares	Sole	2024-11-14
2024-06-30	$7,636,431	41,832	+6.1%	Shares	Sole	2024-07-31
2024-03-31	$7,199,216	39,424	+1.5%	Shares	Sole	2024-05-01
2023-12-31	$6,618,506	38,841	+12.5%	Shares	Sole	2024-02-08
2023-09-30	$5,366,203	34,536	+2.8%	Shares	Sole	2023-11-14
2023-06-30	$5,458,460	33,605	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$5,126,992	33,290	+256.1%	Shares	Sole	2023-05-09
2022-12-31	$1,419,493	9,348	-67.9%	Shares	Sole	2023-02-10
2022-09-30	$3,936,129	29,122	+50.4%	Shares	Sole	2022-11-09
2022-06-30	$2,778,726	19,368	+39.4%	Shares	Sole	2022-08-08
2022-03-31	$2,252,240	13,889	+18.2%	Shares	Sole	2022-05-03
2021-12-31	$2,018,577	11,753	+24.2%	Shares	Sole	2022-02-15
2021-06-30	$1,465,242	9,466	+1.3%	Shares	Sole	2021-08-06
2021-03-31	$1,374,903	9,348	+12.0%	Shares	Sole	2021-05-13
2020-12-31	$1,178,628	8,349	+47.1%	Shares	Sole	2021-02-12
2020-09-30	$730,016	5,674	+14.5%	Shares	Sole	2020-11-10
2020-06-30	$580,744	4,956	+33.7%	Shares	Sole	2020-08-11
2020-03-31	$383,370	3,708	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.