Oxbow Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1564770 Austin, TX

Position in VB

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,174,449

+$17,802 QoQ

Shares Held

4,484

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,174,449	4,484	0.0%	Shares	Sole	2026-04-27
2025-12-31	$1,156,647	4,484	0.0%	Shares	Sole	2026-02-04
2025-09-30	$1,140,191	4,484	-2.6%	Shares	Sole	2025-10-31
2025-06-30	$1,091,529	4,606	+2.7%	Shares	Sole	2025-07-29
2025-03-31	$994,327	4,484	0.0%	Shares	Sole	2025-05-01
2024-12-31	$1,077,415	4,484	-3.6%	Shares	Sole	2025-02-03
2024-09-30	$1,103,026	4,650	0.0%	Shares	Sole	2024-11-01
2024-06-30	$1,013,886	4,650	0.0%	Shares	Sole	2024-08-06
2024-03-31	$1,062,943	4,650	-14.7%	Shares	Sole	2024-05-06
2023-12-31	$1,162,648	5,450	0.0%	Shares	Sole	2024-02-08
2023-09-30	$1,030,431	5,450	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,083,950	5,450	0.0%	Shares	Sole	2023-08-04
2023-03-31	$1,033,102	5,450	0.0%	Shares	Sole	2023-04-26
2022-12-31	$1,000,293	5,450	0.0%	Shares	Sole	2023-02-01
2022-09-30	$931,459	5,450	0.0%	Shares	Sole	2022-11-03
2022-06-30	$959,799	5,450	-2.1%	Shares	Sole	2022-08-10
2022-03-31	$1,183,311	5,568	0.0%	Shares	Sole	2022-05-09
2021-12-31	$1,258,423	5,568	+0.2%	Shares	Sole	2022-02-09
2021-09-30	$1,214,930	5,556	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$1,247,600	5,538	+1.6%	Shares	Sole	2021-08-04
2021-03-31	$1,166,736	5,450	0.0%	Shares	Sole	2021-05-11
2020-12-31	$1,061,006	5,450	0.0%	Shares	Sole	2021-02-02
2020-09-30	$838,210	5,450	-0.1%	Shares	Sole	2020-11-06
2020-06-30	$795,194	5,457	0.0%	Shares	Sole	2020-08-12
2020-03-31	$629,956	5,457	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.