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CWS Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

CWS Financial Advisors’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.88M Sell
11,694
-1,573
-12% -$360K 0.64% 25
2026
Q1 		$2.73M Sell
13,267
-216
-2% -$46.2K 0.7% 25
2025
Q4 		$2.82M Sell
13,483
-1,835
-12% -$385K 0.77% 21
2025
Q3 		$3.21M Sell
15,318
-2,147
-12% -$434K 0.89% 18
2025
Q2 		$3.37M Sell
17,465
-2,676
-13% -$475K 0.98% 15
2025
Q1 		$3.47M Sell
20,141
-1,417
-7% -$268K 1.1% 14
2024
Q4 		$4.1M Sell
21,558
-3,440
-14% -$663K 1.33% 12
2024
Q3 		$4.55M Sell
24,998
-1,282
-5% -$224K 1.61% 10
2024
Q2 		$4.44M Sell
26,280
-3,880
-13% -$655K 1.74% 10
2024
Q1 		$5.29M Sell
30,160
-3,734
-11% -$620K 2.17% 10
2023
Q4 		$5.57M Sell
33,894
-11,892
-26% -$1.75M 2.09% 9
2023
Q3 		$6.56M Sell
45,786
-13,088
-22% -$1.96M 2.63% 7
2023
Q2 		$8.76M Sell
58,874
-24,925
-30% -$3.5M 3.32% 5
2023
Q1 		$11.7M Sell
83,799
-128,830
-61% -$18.3M 4.67% 3
2022
Q4 		$37.6M Buy
212,629
+13,023
+7% +$1.76M 16.22% 2
2022
Q3 		$25.4M Sell
199,606
-2,915
-1% -$411K 12.14% 2
2022
Q2 		$26.6M Sell
202,521
-6,128
-3% -$892K 12.14% 2
2022
Q1 		$34.6M Sell
208,649
-512
-0.2% -$84.2K 13.05% 2
2021
Q4 		$38.2M Buy
+209,161
New +$39.3M 13.48% 2
2021
Q2 		$39.6M Sell
209,873
-2,756
-1% -$504K 15.78% 2
2021
Q1 		$37.6M Buy
212,629
+203,447
+2,216% +$36.1M 16.22% 2
2020
Q4 		$1.51M Buy
9,182
+6,102
+198% +$904K 0.88% 10
2020
Q3 		$399K Buy
3,080
+195
+7% +$24.8K 0.27% 76
2020
Q2 		$341K Buy
2,885
+573
+25% +$61.5K 0.25% 86
2020
Q1 		$291K Hold
2,312
– – 0.22% 89
2019
Q4 		$291K Buy
+2,312
New +$279K 0.21% 90

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWS Financial Advisors's VXF Position: Q2 2026 in Review

CWS Financial Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 12% in Q2 2026, selling an estimated $360K and leaving 11,694 shares worth $2.88M. The position accounts for 0.64% of the portfolio, ranked #25.

CWS Financial Advisors first reported a position in VXF in Q4 2019 and has held it in 26 quarters since. The position peaked at $39.6M in Q2 2021. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • CWS Financial Advisors held 11,694 shares of Vanguard Extended Market ETF worth $2.88M as of Q2 2026.
  • CWS Financial Advisors sold 1,573 Vanguard Extended Market ETF shares in Q2 2026, an estimated $360K.
  • Vanguard Extended Market ETF made up 0.64% of CWS Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • CWS Financial Advisors first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Vanguard Extended Market ETF position peaked at $39.6M in Q2 2021.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.