OXFORD FINANCIAL GROUP, LTD. LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1245862
INDIANAPOLIS, IN
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,092,127
+$247,414 QoQ
Shares Held
10,201
-6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#214
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,092,127 | 10,201 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,844,713 | 10,861 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,047,937 | 11,816 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,873,618 | 11,301 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,321,693 | 9,797 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,909,932 | 8,613 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,087,312 | 8,687 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,448,007 | 10,320 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,250,172 | 10,320 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,508,922 | 6,601 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,748,026 | 8,194 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,528,820 | 8,086 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $925,435 | 4,653 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $882,022 | 4,653 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,884,588 | 10,268 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $827,546 | 4,842 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $853,076 | 4,844 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,029,446 | 4,844 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,094,792 | 4,844 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,059,237 | 4,844 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,024,573 | 4,548 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $973,421 | 4,547 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $885,209 | 4,547 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $770,230 | 5,008 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $943,974 | 6,478 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $876,535 | 7,593 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||