OSTERWEIS CAPITAL MANAGEMENT INC
Position in VXF — Vanguard Extended Market ETF
CIK 1007524
SAN FRANCISCO, CA
Position in VXF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,248
+$72,745 QoQ
Shares Held
858
+27.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 286 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,248 | 858 | Principal | Sole | 2026-08-14 | |
| 2026-03-31 | $138,503 | 673 | Principal | Sole | 2026-05-15 | |
| 2025-12-31 | $98,495 | 471 | Principal | Sole | 2026-02-17 | |
| 2025-09-30 | $98,180 | 469 | Principal | Sole | 2025-11-14 | |
| 2025-06-30 | $90,188 | 468 | Principal | Sole | 2025-08-14 | |
| 2025-03-31 | $144,870 | 841 | Principal | Sole | 2025-06-05 | |
| 2024-12-31 | $230,445 | 1,213 | Principal | Sole | 2025-06-05 | |
| 2024-09-30 | $574,178 | 3,155 | Principal | Sole | 2024-11-14 | |
| 2024-06-30 | $404,927 | 2,399 | Principal | Sole | 2024-08-14 | |
| 2024-03-31 | $420,472 | 2,399 | Principal | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||