Ullmann Wealth Partners Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1697725
JACKSONVILLE BEACH, FL
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$515,458
+$7,813 QoQ
Shares Held
1,968
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,458 | 1,968 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $507,645 | 1,968 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $500,168 | 1,967 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $466,139 | 1,967 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $436,182 | 1,967 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $472,630 | 1,967 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $466,592 | 1,967 | Shares | Sole | 2024-10-15 | |
| 2021-03-31 | $281,301 | 1,314 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||