United Advisor Group’s Vanguard Morningstar 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 Q3	$1.41M	Buy	6,107 +135	+2%	+$32.9K	0.13%	170
2026 Q2	$1.45M	Buy	5,972 +125	+2%	+$29.1K	0.15%	158
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

United Advisor Group's VBR Position: Q3 2026 in Review

United Advisor Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.3% in Q3 2026, buying an estimated $32.9K and bringing the position to 6,107 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #170.

United Advisor Group first reported a position in VBR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.45M in Q2 2026. 1,138 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

United Advisor Group held 6,107 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.41M as of Q3 2026.
United Advisor Group bought 135 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $32.9K.
Vanguard Morningstar Small-Cap Value ETF made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #170 holding.
United Advisor Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.45M in Q2 2026.
1,138 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.