CWS Financial Advisors
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CWS Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

CWS Financial Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.6M Sell
16,161
-292
-2% -$87K 1.01% 19
2026
Q2 		$4.99M Sell
16,453
-451
-3% -$129K 1.11% 17
2026
Q1 		$4.43M Buy
16,904
+41
+0.2% +$11.1K 1.13% 15
2025
Q4 		$4.35M Sell
16,863
-284
-2% -$72.8K 1.18% 13
2025
Q3 		$4.36M Buy
17,147
+1,385
+9% +$343K 1.21% 13
2025
Q2 		$3.74M Buy
15,762
+112
+0.7% +$25K 1.09% 13
2025
Q1 		$3.47M Buy
15,650
+479
+3% +$114K 1.1% 13
2024
Q4 		$3.65M Buy
15,171
+1,343
+10% +$330K 1.18% 13
2024
Q3 		$3.28M Buy
13,828
+807
+6% +$183K 1.16% 12
2024
Q2 		$2.84M Buy
13,021
+1,505
+13% +$330K 1.12% 13
2024
Q1 		$2.63M Buy
11,516
+961
+9% +$207K 1.08% 13
2023
Q4 		$2.25M Buy
10,555
+304
+3% +$58.6K 0.85% 16
2023
Q3 		$1.94M Buy
10,251
+38
+0.4% +$7.57K 0.78% 20
2023
Q2 		$2.03M Sell
10,213
-175
-2% -$33.1K 0.77% 21
2023
Q1 		$1.97M Buy
10,388
+6,281
+153% +$1.22M 0.78% 21
2022
Q4 		$879K Sell
4,107
-5,334
-56% -$989K 0.38% 47
2022
Q3 		$1.61M Buy
9,441
+430
+5% +$81.2K 0.77% 20
2022
Q2 		$1.59M Sell
9,011
-77
-0.8% -$14.9K 0.73% 22
2022
Q1 		$1.93M Buy
9,088
+1,300
+17% +$274K 0.73% 18
2021
Q4 		$1.76M Buy
+7,788
New +$1.77M 0.62% 21
2021
Q2 		$1.28M Buy
5,690
+1,583
+39% +$351K 0.51% 25
2021
Q1 		$879K Buy
4,107
+2,411
+142% +$508K 0.38% 47
2020
Q4 		$330K Buy
+1,696
New +$299K 0.19% 96

Other funds holding VB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

CWS Financial Advisors's VB Position: Q3 2026 in Review

CWS Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q3 2026, selling an estimated $87K and leaving 16,161 shares worth $4.6M. The position accounts for 1.01% of the portfolio, ranked #19.

CWS Financial Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.99M in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • CWS Financial Advisors held 16,161 shares of Vanguard Morningstar Small-Cap ETF worth $4.6M as of Q3 2026.
  • CWS Financial Advisors sold 292 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $87K.
  • Vanguard Morningstar Small-Cap ETF made up 1.01% of CWS Financial Advisors's portfolio in Q3 2026, its #19 holding.
  • CWS Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • CWS Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $4.99M in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.