Uma Financial Services, Inc. Vanguard Small Cap ETF Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,083 shares of VB stock, worth $520,354. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,083
Previous 2,109 1.23%
Holding current value
$520,354
Previous $499,000 6.01%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$237.58 - $259.17 $6,177 - $6,738
-26 Reduced 1.23%
2,083 $529,000
Q2 2025

Jul 11, 2025
SELL
$193.73 - $237.37 $9,686 - $11,868
-50 Reduced 2.32%
2,109 $499,000
Q4 2024

Feb 12, 2025
BUY
$233.76 - $261.58 $150,541 - $168,457
644 Added 42.51%
2,159 $518,000
Q3 2024

Oct 16, 2024
BUY
$214.77 - $237.72 $325,376 - $360,145
1,515 New
1,515 $359,000
Q4 2021

Jan 11, 2022
SELL
$215.13 - $239.37 $191,465 - $213,039
-890 Closed
0 $0
Q3 2021

Oct 19, 2021
SELL
$211.9 - $229.42 $48,525 - $52,537
-229 Reduced 20.46%
890 $202,000
Q2 2021

Jul 23, 2021
SELL
$211.77 - $228.05 $11,435 - $12,314
-54 Reduced 4.6%
1,119 $245,000
Q4 2020

Feb 19, 2021
SELL
$156.0 - $196.91 $47,736 - $60,254
-306 Reduced 20.69%
1,173 $249,000
Q3 2020

Nov 04, 2020
SELL
$143.34 - $162.04 $4,730 - $5,347
-33 Reduced 2.18%
1,479 $236,000
Q2 2020

Aug 11, 2020
BUY
$106.26 - $156.76 $160,665 - $237,021
1,512 New
1,512 $240,000
Q1 2020

Apr 23, 2020
SELL
$98.45 - $170.48 $119,124 - $206,280
-1,210 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$149.04 - $166.74 $180,338 - $201,755
1,210 New
1,210 $202,000

Others Institutions Holding VB

# of Institutions
2,488
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email