UAG
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United Advisor Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

United Advisor Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$824K Buy
2,252
+262
+13% +$89.2K 0.09% 239
2026
Q1 		$601K Buy
1,990
+195
+11% +$61.3K 0.07% 250
2025
Q4 		$542K Buy
1,795
+1
+0.1% +$302 0.07% 266
2025
Q3 		$534K Sell
1,794
-44
-2% -$12.7K 0.07% 253
2025
Q2 		$509K Buy
1,838
+296
+19% +$76.2K 0.09% 219
2025
Q1 		$388K Buy
1,542
+333
+28% +$92.3K 0.08% 228
2024
Q4 		$339K Sell
1,209
-818
-40% -$231K 0.07% 272
2024
Q3 		$542K Buy
2,027
+947
+88% +$243K 0.12% 174
2024
Q2 		$270K Buy
1,080
+149
+16% +$37.2K 0.08% 218
2024
Q1 		$243K Buy
+931
New +$229K 0.09% 186

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

United Advisor Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 13% in Q2 2026, buying an estimated $89.2K and bringing the position to 2,252 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #239.

United Advisor Group first reported a position in VBK in Q1 2024 and has held it in 10 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • United Advisor Group held 2,252 shares of Vanguard Morningstar Small-Cap Growth ETF worth $824K as of Q2 2026.
  • United Advisor Group bought 262 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $89.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of United Advisor Group's portfolio in Q2 2026, its #239 holding.
  • United Advisor Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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