OARSMAN CAPITAL, INC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1569667 MILWAUKEE, WI

Position in VB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$446,835

+$165,670 QoQ

Shares Held

1,706

+56.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 73% Shared 0% None 27%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$446,835	1,706	+56.5%	Shares	Sole	2026-04-28
2025-12-31	$281,165	1,090	+4.4%	Shares	Sole	2026-02-13
2025-09-30	$265,468	1,044	-16.8%	Shares	Sole	2025-11-21
2025-06-30	$297,409	1,255	-14.6%	Shares	Sole	2025-08-01
2025-03-31	$325,750	1,469	+28.5%	Shares	Sole	2025-05-14
2024-12-31	$274,640	1,143	+3.6%	Shares	Sole	2025-02-13
2024-09-30	$261,642	1,103	+16.5%	Shares	Sole	2024-11-08
2024-06-30	$206,483	947	+1.5%	Shares	Sole	2024-08-12
2024-03-31	$213,274	933	-21.3%	Shares	Sole	2024-05-15
2023-12-31	$252,796	1,185	0.0%	Shares	Sole	2024-02-16
2023-09-30	$224,047	1,185	-1.8%	Shares	Sole	2023-10-27
2023-06-30	$240,060	1,207	+7.7%	Shares	Sole	2023-08-10
2023-03-31	$212,496	1,121	-1.8%	Shares	Sole	2023-05-11
2022-12-31	$209,419	1,141	-8.1%	Shares	Sole	2023-02-09
2022-09-30	$212,099	1,241	0.0%	Shares	Sole	2022-11-10
2022-06-30	$218,552	1,241	-0.6%	Shares	Sole	2022-08-10
2022-03-31	$265,224	1,248	0.0%	Shares	Sole	2022-05-11
2021-12-31	$282,060	1,248	0.0%	Shares	Sole	2022-02-10
2021-09-30	$272,900	1,248	+2.5%	Shares	Sole	2021-11-12
2021-06-30	$274,391	1,218	0.0%	Shares	Sole	2021-08-12
2021-03-31	$260,749	1,218	-8.6%	Shares	Sole	2021-05-12
2020-12-31	$259,313	1,332	0.0%	Shares	Sole	2021-02-11
2020-09-30	$204,861	1,332	-7.8%	Shares	Sole	2020-11-12
2020-06-30	$210,565	1,445	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.