OSTERWEIS CAPITAL MANAGEMENT INC
Position in VIOO — VANGUARD S&P SMALL-CAP 600 INDEX FUND
CIK 1007524
SAN FRANCISCO, CA
All Filings in VIOO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VIOO | $177,067 | 1,542 | Principal | Sole | 2026-05-15 | |
| 2025-12-31 VIOO | $171,100 | 1,542 | Principal | Sole | 2026-02-17 | |
| 2025-09-30 VIOO | $168,135 | 1,522 | Principal | Sole | 2025-11-14 | |
| 2025-06-30 VIOO | $154,072 | 1,522 | Principal | Sole | 2025-08-14 | |
| 2025-03-31 VIOO | $146,888 | 1,522 | Principal | Sole | 2025-06-05 | |
| 2024-12-31 VIOO | $161,392 | 1,522 | Principal | Sole | 2025-06-05 | |
| 2024-09-30 VIOO | $162,270 | 1,500 | Principal | Sole | 2024-11-14 | |
| 2024-06-30 VIOO | $147,315 | 1,500 | Principal | Sole | 2024-08-14 | |
| 2024-03-31 VIOO | $152,250 | 1,500 | Principal | Sole | 2024-05-15 | |
| 2022-12-31 VIOO | — | 419 | Principal | Sole | 2023-02-14 | |
| 2022-09-30 VIOO | — | 419 | Principal | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||