CAPITAL ADVISORS INC/OK

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 860828 TULSA, OK

Position in VB

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

Position Value

$13,164,623

+$41,417 QoQ

Shares Held

50,262

-1.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,164,623	50,262	-1.2%	Shares	Sole	2026-04-27
2025-12-31	$13,123,206	50,875	-0.6%	Shares	Sole	2026-01-15
2025-09-30	$13,008,201	51,157	+187.2%	Shares	Sole	2025-10-21
2025-06-30	$4,221,561	17,814	+383.2%	Shares	Sole	2025-07-22
2025-03-31	$817,592	3,687	-93.4%	Shares	Sole	2025-04-29
2024-12-31	$13,388,641	55,721	-2.1%	Shares	Sole	2025-01-29
2024-09-30	$13,507,449	56,943	-0.1%	Shares	Sole	2024-10-28
2024-06-30	$12,433,512	57,024	+1.0%	Shares	Sole	2024-07-31
2024-03-31	$12,906,419	56,461	-7.6%	Shares	Sole	2024-04-29
2023-12-31	$13,038,302	61,118	+1520.3%	Shares	Sole	2024-01-29
2023-09-30	$713,172	3,772	-94.6%	Shares	Sole	2023-10-24
2023-06-30	$13,770,149	69,235	+2251.7%	Shares	Sole	2023-07-18
2023-03-31	$558,064	2,944	+2.6%	Shares	Sole	2023-04-19
2022-12-31	$526,576	2,869	-14.1%	Shares	Sole	2023-01-17
2022-09-30	$570,668	3,339	+54.3%	Shares	Sole	2022-10-17
2022-06-30	$381,102	2,164	-10.5%	Shares	Sole	2022-07-15
2022-03-31	$513,873	2,418	-96.4%	Shares	Sole	2022-05-05
2021-12-31	$15,259,065	67,515	+1.7%	Shares	Sole	2022-01-27
2021-09-30	$14,516,407	66,385	+0.4%	Shares	Sole	2021-10-25
2021-06-30	$14,889,881	66,095	-0.0%	Shares	Sole	2021-08-02
2021-03-31	$14,152,828	66,110	-3.1%	Shares	Sole	2021-05-25
2020-12-31	$13,279,706	68,213	-6.5%	Shares	Sole	2021-02-08
2020-09-30	$11,224,477	72,981	-4.6%	Shares	Sole	2020-11-02
2020-06-30	$11,146,997	76,496	—	Shares	Sole	2020-09-02
No filing history on record for this holder in this stock.