Vanguard Portfolio Management
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Vanguard Portfolio Management’s Live Oak Bancshares LOB Stock Holding History

Vanguard Portfolio Management’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.7M Buy
996,870
+88,724
+10% +$3.32M ﹤0.01% 1774
2026
Q1 		$30M Buy
+908,146
New +$33.5M ﹤0.01% 1792

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management's LOB Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Live Oak Bancshares (LOB) stake by 9.8% in Q2 2026, buying an estimated $3.32M and bringing the position to 996,870 shares worth $40.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Vanguard Portfolio Management first reported a position in LOB in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Vanguard Portfolio Management held 996,870 shares of Live Oak Bancshares worth $40.7M as of Q2 2026.
  • Vanguard Portfolio Management bought 88,724 Live Oak Bancshares shares in Q2 2026, an estimated $3.32M.
  • Live Oak Bancshares made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1774 holding.
  • Vanguard Portfolio Management first reported a position in Live Oak Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

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