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Vanguard Small-Cap ETF shares owned by Ullmann Financial

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Ullmann Financial from 13F filings

Historical chart of Ullmann Financial investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 2.0k 237.24
2021-03-31 $281k 1.3k 213.85

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares U S Etf Tr Blackrock Short (MEAR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ullmann Financial

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Goldman Sachs Group
Captrust Financial Advisors
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF