West Financial Advisors, LLC

Position in VXF — Vanguard Extended Market ETF

CIK 1843684 DES MOINES, IA

Position in VXF

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

Position Value

$13,183,548

-$20,079 QoQ

Shares Held

64,060

+1.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.91%

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	$13,183,548	64,060	+1.5%	Shares	Sole	2026-04-08
2025-12-31	$13,203,627	63,139	-4.2%	Shares	Sole	2026-01-13
2025-09-30	$13,802,832	65,935	-1.5%	Shares	Sole	2025-10-14
2025-06-30	$12,893,647	66,907	+8.1%	Shares	Sole	2025-07-21
2025-03-31	$10,657,726	61,870	+0.2%	Shares	Sole	2025-04-09
2024-12-31	$11,727,845	61,732	-0.9%	Shares	Sole	2025-01-14
2024-09-30	$11,335,429	62,286	+1.6%	Shares	Sole	2024-10-08
2024-06-30	$10,346,995	61,301	-2.7%	Shares	Sole	2024-07-15
2024-03-31	$11,042,886	63,005	-2.1%	Shares	Sole	2024-04-11
2023-12-31	$10,584,866	64,377	-3.2%	Shares	Sole	2024-01-11
2023-09-30	$9,528,148	66,477	-0.4%	Shares	Sole	2023-10-10
2023-06-30	$9,929,193	66,715	+2.0%	Shares	Sole	2023-07-07
2023-03-31	$9,169,500	65,403	-5.9%	Shares	Sole	2023-04-18
2022-12-31	$9,230,714	69,477	+5.2%	Shares	Other	2023-01-10
2022-09-30	$8,390,785	66,012	+5.5%	Shares	Sole	2022-10-11
2022-06-30	$8,204,631	62,583	-13.7%	Shares	Other	2022-07-14
2022-03-31	$12,018,136	72,547	+2.1%	Shares	Sole	2022-04-18
2021-12-31	$12,996,591	71,074	+2.6%	Shares	Other	2022-01-19
2021-09-30	$12,634,812	69,285	+2.3%	Shares	Sole	2021-10-13
2021-06-30	$12,773,577	67,732	+8.0%	Shares	Sole	2021-07-27
2021-03-31	$11,096,679	62,725	+2.6%	Shares	Sole	2021-04-20
2020-12-31	$10,069,852	61,148	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.