Ullmann Wealth Partners Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ullmann Wealth Partners Group’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	$616K	Buy	2,031 +63	+3%	+$18.1K	0.06%	103
2026 Q1	$515K	Hold	1,968	–	–	0.05%	101
2025 Q4	$502K	Buy	1,968 +1	+0.1%	+$256	0.05%	101
2025 Q3	$500K	Hold	1,967	–	–	0.05%	100
2025 Q2	$466K	Hold	1,967	–	–	0.06%	99
2025 Q1	$436K	Hold	1,967	–	–	0.06%	96
2024 Q4	$473K	Hold	1,967	–	–	0.06%	92
2024 Q3	$467K	Buy	+1,967	New	+$447K	0.06%	92
2021 Q2	–	Sell	-1,314	Closed	-$281K	–	86
2021 Q1	$281K	Buy	+1,314	New	+$277K	0.13%	64

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ullmann Wealth Partners Group's VB Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,031 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #103.

Ullmann Wealth Partners Group first reported a position in VB in Q1 2021 and has held it in 9 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Ullmann Wealth Partners Group held 2,031 shares of Vanguard Morningstar Small-Cap ETF worth $616K as of Q2 2026.
Ullmann Wealth Partners Group bought 63 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.1K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #103 holding.
Ullmann Wealth Partners Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 9 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.