Vanguard Small-Cap ETF shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 17k | 254.28 |
| 2025-06-30 | $3.7M | 16k | 236.99 |
| 2025-03-31 | $3.5M | 16k | 221.75 |
| 2024-12-31 | $3.6M | 15k | 240.28 |
| 2024-09-30 | $3.3M | 14k | 237.22 |
| 2024-06-30 | $2.8M | 13k | 218.04 |
| 2024-03-31 | $2.6M | 12k | 228.59 |
| 2023-12-31 | $2.3M | 11k | 213.33 |
| 2023-09-30 | $1.9M | 10k | 189.08 |
| 2023-06-30 | $2.0M | 10k | 198.89 |
| 2023-03-31 | $2.0M | 10k | 189.57 |
| 2022-12-31 | $879k | 4.1k | 214.02 |
| 2022-09-30 | $1.6M | 9.4k | 170.96 |
| 2022-06-30 | $1.6M | 9.0k | 176.12 |
| 2022-03-31 | $1.9M | 9.1k | 212.48 |
| 2021-12-31 | $1.8M | 7.8k | 225.99 |
| 2021-06-30 | $1.3M | 5.7k | 225.31 |
| 2021-03-31 | $879k | 4.1k | 214.02 |
| 2020-12-31 | $330k | 1.7k | 194.58 |