Ulland Investment Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1911497
MINNEAPOLIS, MN
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$145,365
+$2,203 QoQ
Shares Held
555
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,365 | 555 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $143,162 | 555 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $141,125 | 555 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $107,825 | 455 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $100,896 | 455 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $109,327 | 455 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $103,186 | 435 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $92,667 | 425 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $97,150 | 425 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $89,598 | 420 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $87,539 | 463 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $77,567 | 390 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $72,980 | 385 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $70,662 | 385 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $63,236 | 370 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $65,160 | 370 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $74,382 | 350 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $79,103 | 350 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||