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

Ullmann Wealth Partners Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
+868
New +$202K 0.02% 169
2017
Q3 		– Sell
-190
Closed -$23K – 136
2017
Q2 		$23K Hold
190
– – 0.02% 113
2017
Q1 		$23K Buy
+190
New +$23.3K 0.02% 104

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ullmann Wealth Partners Group opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 868 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Ullmann Wealth Partners Group previously reported a position in VBR as recently as Q2 2017.

Ullmann Wealth Partners Group first reported a position in VBR in Q1 2017 and has held it in 3 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ullmann Wealth Partners Group held 868 shares of Vanguard Morningstar Small-Cap Value ETF worth $211K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Ullmann Wealth Partners Group position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #169 holding.
  • Ullmann Wealth Partners Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2017 and has held it in 3 quarters since.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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