United Advisor Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

United Advisor 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	$604K	Sell	1,991 -10	-0.5%	-$2.87K	0.06%	282
2026 Q1	$524K	Sell	2,001 -30	-1%	-$8.12K	0.06%	278
2025 Q4	$524K	Sell	2,031 -29	-1%	-$7.43K	0.07%	270
2025 Q3	$524K	Buy	2,060 +4	+0.2%	+$992	0.07%	257
2025 Q2	$487K	Buy	2,056 +45	+2%	+$10K	0.08%	223
2025 Q1	$446K	Buy	2,011 +234	+13%	+$55.9K	0.09%	204
2024 Q4	$427K	Sell	1,777 -96	-5%	-$23.6K	0.08%	225
2024 Q3	$444K	Buy	1,873 +88	+5%	+$20K	0.1%	209
2024 Q2	$389K	Buy	+1,785	New	+$392K	0.12%	169

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

United Advisor Group's VB Position: Q2 2026 in Review

United Advisor Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.5% in Q2 2026, selling an estimated $2.87K and leaving 1,991 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #282.

United Advisor Group first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

United Advisor Group held 1,991 shares of Vanguard Morningstar Small-Cap ETF worth $604K as of Q2 2026.
United Advisor Group sold 10 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.87K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #282 holding.
United Advisor Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.