KWB Wealth

Position in VXF — Vanguard Extended Market ETF

CIK 1822236 REDLANDS, CA

Position in VXF

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,863,930

-$30,069 QoQ

Shares Held

9,057

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,863,930	9,057	0.0%	Shares	Sole	2026-04-08
2025-12-31	$1,893,999	9,057	-1.5%	Shares	Sole	2026-01-12
2025-09-30	$1,924,671	9,194	-0.2%	Shares	Sole	2025-10-08
2025-06-30	$1,775,629	9,214	+1.4%	Shares	Sole	2025-07-17
2025-03-31	$1,565,498	9,088	+0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,725,968	9,085	-0.4%	Shares	Sole	2025-01-14
2024-09-30	$1,660,840	9,126	0.0%	Shares	Sole	2024-10-07
2024-06-30	$1,540,377	9,126	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,599,514	9,126	0.0%	Shares	Sole	2024-04-19
2023-12-31	$1,500,496	9,126	-0.5%	Shares	Sole	2024-01-10
2023-09-30	$1,315,196	9,176	0.0%	Shares	Sole	2023-10-11
2023-06-30	$1,365,664	9,176	-5.5%	Shares	Sole	2023-07-24
2023-03-31	$1,360,641	9,705	+28.3%	Shares	Sole	2023-04-07
2022-12-31	$1,005,351	7,567	-27.1%	Shares	Sole	2023-02-10
2022-09-30	$1,319,783	10,383	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,361,211	10,383	-1.0%	Shares	Sole	2022-08-10
2022-03-31	$1,737,939	10,491	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,918,384	10,491	-8.5%	Shares	Sole	2022-02-02
2021-09-30	$2,091,851	11,471	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$2,168,973	11,501	0.0%	Shares	Sole	2021-08-10
2021-03-31	$2,034,641	11,501	-1.4%	Shares	Sole	2021-05-10
2020-12-31	$1,920,498	11,662	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.