Vanguard Capital Management
OSG

Vanguard Capital Management’s Octave Specialty Group OSG Stock Holding History

Vanguard Capital Management’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Buy
1,972,619
+27,543
+1% +$143K ﹤0.01% 2700
2026
Q1 		$9.04M Buy
+1,945,076
New +$11.1M ﹤0.01% 2788

Other funds holding OSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management's OSG Position: Q2 2026 in Review

Vanguard Capital Management increased its Octave Specialty Group (OSG) stake by 1.4% in Q2 2026, buying an estimated $143K and bringing the position to 1,972,619 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2700.

Vanguard Capital Management first reported a position in OSG in Q1 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Vanguard Capital Management held 1,972,619 shares of Octave Specialty Group worth $12.3M as of Q2 2026.
  • Vanguard Capital Management bought 27,543 Octave Specialty Group shares in Q2 2026, an estimated $143K.
  • Octave Specialty Group made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2700 holding.
  • Vanguard Capital Management first reported a position in Octave Specialty Group in Q1 2026 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.