Ulland Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ulland Investment Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Hold	555	–	–	0.12%	79
2026 Q1	$145K	Hold	555	–	–	0.12%	81
2025 Q4	$143K	Hold	555	–	–	0.11%	78
2025 Q3	$141K	Buy	555 +100	+22%	+$24.8K	0.11%	74
2025 Q2	$108K	Hold	455	–	–	0.08%	86
2025 Q1	$101K	Hold	455	–	–	0.08%	85
2024 Q4	$109K	Buy	455 +20	+5%	+$4.92K	0.07%	75
2024 Q3	$103K	Buy	435 +10	+2%	+$2.27K	0.08%	77
2024 Q2	$93K	Hold	425	–	–	0.06%	91
2024 Q1	$97K	Buy	425 +5	+1%	+$1.08K	0.08%	89
2023 Q4	$90K	Sell	420 -43	-9%	-$8.29K	0.09%	83
2023 Q3	$88K	Buy	463 +73	+19%	+$14.5K	0.1%	77
2023 Q2	$78K	Buy	390 +5	+1%	+$945	0.08%	88
2023 Q1	$73K	Hold	385	–	–	0.09%	79
2022 Q4	$71K	Buy	385 +15	+4%	+$2.78K	0.08%	81
2022 Q3	$63K	Hold	370	–	–	0.07%	85
2022 Q2	$65K	Buy	370 +20	+6%	+$3.86K	0.07%	87
2022 Q1	$74K	Hold	350	–	–	0.06%	88
2021 Q4	$79K	Buy	+350	New	+$79.5K	0.05%	90

Other funds holding VB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Ulland Investment Advisors's VB Position: Q2 2026 in Review

Ulland Investment Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 555 shares worth $168K. The position accounts for 0.12% of the portfolio, ranked #79.

Ulland Investment Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 1,667 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Ulland Investment Advisors held 555 shares of Vanguard Morningstar Small-Cap ETF worth $168K as of Q2 2026.
Ulland Investment Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.12% of Ulland Investment Advisors's portfolio in Q2 2026, its #79 holding.
Ulland Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,667 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.