Capital Advisors Wealth Management, LLC

Position in VXF — Vanguard Extended Market ETF

CIK 1824700 YAKIMA, WA

Position in VXF

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

Position Value

$890,290

+$85,178 QoQ

Shares Held

4,326

+12.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$890,290	4,326	+12.4%	Shares	Sole	2026-04-08
2025-12-31	$805,112	3,850	+30.6%	Shares	Sole	2026-01-21
2025-09-30	$616,924	2,947	+54.4%	Shares	Sole	2025-10-16
2025-06-30	$367,883	1,909	-18.3%	Shares	Sole	2025-08-13
2025-03-31	$402,399	2,336	+0.1%	Shares	Sole	2025-04-25
2024-12-31	$443,223	2,333	+1.3%	Shares	Sole	2025-01-15
2024-09-30	$419,122	2,303	+7.6%	Shares	Sole	2024-10-15
2024-06-30	$361,379	2,141	-2.5%	Shares	Sole	2024-07-16
2024-03-31	$384,717	2,195	-27.8%	Shares	Sole	2024-04-12
2023-12-31	$499,672	3,039	+0.2%	Shares	Sole	2024-01-09
2023-09-30	$434,863	3,034	-15.4%	Shares	Sole	2023-10-11
2023-06-30	$534,002	3,588	+2.9%	Shares	Sole	2023-07-12
2023-03-31	$489,017	3,488	+33.3%	Shares	Sole	2023-04-14
2022-12-31	$347,561	2,616	-25.0%	Shares	Sole	2023-02-10
2022-09-30	$443,613	3,490	-29.9%	Shares	Sole	2022-11-14
2022-06-30	$652,615	4,978	-55.3%	Shares	Sole	2022-08-04
2022-03-31	$1,844,458	11,134	-82.6%	Shares	Sole	2022-05-09
2021-12-31	$11,732,663	64,162	+4.2%	Shares	Sole	2022-02-04
2021-09-30	$11,233,193	61,599	-0.6%	Shares	Sole	2021-11-12
2021-06-30	$11,692,202	61,998	+3.8%	Shares	Sole	2021-08-13
2021-03-31	$10,568,957	59,742	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.