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Vanguard Small-Cap Value ETF shares owned by Ullmann Financial

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value 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 Value ETF by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 868 242.94
2017-06-30 $23k 190 121.05
2017-03-31 $23k 190 121.05

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U S Equity Factr (LRGF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Ullmann Financial

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF