United Advisor Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

United Advisor Group’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Buy	5,847 +177	+3%	+$39.6K	0.16%	157
2025 Q4	$1.2M	Buy	5,670 +5	+0.1%	+$1.05K	0.15%	161
2025 Q3	$1.18M	Sell	5,665 -87	-2%	-$17.8K	0.16%	148
2025 Q2	$1.12M	Buy	5,752 +882	+18%	+$163K	0.19%	124
2025 Q1	$907K	Buy	4,870 +451	+10%	+$89.1K	0.19%	124
2024 Q4	$876K	Sell	4,419 -2,081	-32%	-$427K	0.17%	135
2024 Q3	$1.31M	Buy	6,500 +2,939	+83%	+$565K	0.29%	86
2024 Q2	$650K	Sell	3,561 -1,942	-35%	-$359K	0.2%	107
2024 Q1	$1.06M	Buy	5,503 +1,752	+47%	+$316K	0.4%	71
2023 Q4	$681K	Buy	+3,751	New	+$612K	0.82%	22

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Advisor Group's VBR Position: Q1 2026 in Review

United Advisor Group increased its Vanguard Small-Cap Value ETF (VBR) stake by 3.1% in Q1 2026, buying an estimated $39.6K and bringing the position to 5,847 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #157.

United Advisor Group first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q3 2024. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

United Advisor Group held 5,847 shares of Vanguard Small-Cap Value ETF worth $1.27M as of Q1 2026.
United Advisor Group bought 177 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $39.6K.
Vanguard Small-Cap Value ETF made up 0.16% of United Advisor Group's portfolio in Q1 2026, its #157 holding.
United Advisor Group first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Vanguard Small-Cap Value ETF position peaked at $1.31M in Q3 2024.
1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.