CWS Financial Advisors, LLC

Position in VXF — Vanguard Extended Market ETF

CIK 1802459 KALAMAZOO, MI

Position in VXF

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

Position Value

$2,730,348

-$89,216 QoQ

Shares Held

13,267

-1.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.17%

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	$2,730,348	13,267	-1.6%	Shares	Sole	2026-04-27
2025-12-31	$2,819,564	13,483	-12.0%	Shares	Sole	2026-02-06
2025-09-30	$3,206,670	15,318	-12.3%	Shares	Sole	2025-11-04
2025-06-30	$3,365,680	17,465	-13.3%	Shares	Sole	2025-08-08
2025-03-31	$3,469,488	20,141	-6.6%	Shares	Sole	2025-05-14
2024-12-31	$4,095,588	21,558	-13.8%	Shares	Sole	2025-02-04
2024-09-30	$4,549,386	24,998	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$4,435,801	26,280	-12.9%	Shares	Sole	2024-07-31
2024-03-31	$5,286,143	30,160	-11.0%	Shares	Sole	2024-05-01
2023-12-31	$5,572,851	33,894	-26.0%	Shares	Sole	2024-02-08
2023-09-30	$6,562,507	45,786	-22.2%	Shares	Sole	2023-11-14
2023-06-30	$8,762,217	58,874	-29.7%	Shares	Sole	2023-08-14
2023-03-31	$11,748,619	83,799	-60.6%	Shares	Sole	2023-05-09
2022-12-31	$28,249,888	212,629	+6.5%	Shares	Sole	2023-02-10
2022-09-30	$25,371,918	199,606	-1.4%	Shares	Sole	2022-11-09
2022-06-30	$26,550,503	202,521	-2.9%	Shares	Sole	2022-08-08
2022-03-31	$34,564,793	208,649	-0.2%	Shares	Sole	2022-05-03
2021-12-31	$38,247,180	209,161	-0.3%	Shares	Sole	2022-02-15
2021-06-30	$39,579,949	209,873	-1.3%	Shares	Sole	2021-08-06
2021-03-31	$37,616,196	212,629	+2215.7%	Shares	Sole	2021-05-13
2020-12-31	$1,512,091	9,182	+198.1%	Shares	Sole	2021-02-12
2020-09-30	$399,537	3,080	+6.8%	Shares	Sole	2020-11-10
2020-06-30	$341,410	2,885	+24.8%	Shares	Sole	2020-08-11
2020-03-31	$209,328	2,312	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.