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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

United Advisor Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.1% in Q2 2026, buying an estimated $29.1K and bringing the position to 5,972 shares worth $1.45M. The position accounts for 0.15% of the portfolio, ranked #158.

United Advisor Group first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

United Advisor Group held 5,972 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.45M as of Q2 2026.
United Advisor Group bought 125 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $29.1K.
Vanguard Morningstar Small-Cap Value ETF made up 0.15% of United Advisor Group's portfolio in Q2 2026, its #158 holding.
United Advisor Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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