OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1005607
SAN FRANCISCO, CA
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$315,089
+$4,776 QoQ
Shares Held
1,203
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,089 | 1,203 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $310,313 | 1,203 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $305,898 | 1,203 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $285,086 | 1,203 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $316,215 | 1,426 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $342,639 | 1,426 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $309,084 | 1,303 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $284,106 | 1,303 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $207,788 | 909 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $213,089 | 1,161 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $234,578 | 1,332 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $207,632 | 977 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $280,252 | 1,240 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $363,648 | 1,663 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $642,949 | 2,854 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $265,459 | 1,240 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $263,402 | 1,353 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $215,320 | 1,400 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $204,008 | 1,400 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||