Vanguard Small-Cap ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $530k | 2.1k | 254.23 |
| 2025-06-30 | $500k | 2.1k | 236.93 |
| 2025-03-31 | $479k | 2.2k | 221.71 |
| 2024-12-31 | $519k | 2.2k | 240.23 |
| 2024-09-30 | $364k | 1.5k | 240.10 |
| 2021-09-30 | $202k | 890 | 226.97 |
| 2021-06-30 | $245k | 1.1k | 218.95 |
| 2021-03-31 | $256k | 1.2k | 218.24 |
| 2020-12-31 | $249k | 1.2k | 212.28 |
| 2020-09-30 | $236k | 1.5k | 159.57 |
| 2020-06-30 | $240k | 1.5k | 158.73 |
| 2019-12-31 | $202k | 1.2k | 166.94 |