United Advisor Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$560K	Sell	2,604 -136	-5%	-$30.3K	0.07%	260
2025 Q4	$602K	Buy	2,740 +15	+0.6%	+$3.28K	0.08%	251
2025 Q3	$588K	Buy	2,725 +592	+28%	+$124K	0.08%	239
2025 Q2	$437K	Sell	2,133 -6	-0.3%	-$1.16K	0.08%	246
2025 Q1	$415K	Buy	+2,139	New	+$425K	0.09%	218
2024 Q4	–	Sell	-1,626	Closed	-$322K	–	398
2024 Q3	$322K	Buy	+1,626	New	+$310K	0.07%	265
2024 Q1	–	Sell	-2,138	Closed	-$366K	–	214
2023 Q4	$366K	Buy	+2,138	New	+$344K	0.44%	41

Other funds holding VIG

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

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

United Advisor Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5% in Q1 2026, selling an estimated $30.3K and leaving 2,604 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #260.

United Advisor Group first reported a position in VIG in Q4 2023 and has held it in 7 quarters since. The position peaked at $602K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

United Advisor Group held 2,604 shares of Vanguard Dividend Appreciation ETF worth $560K as of Q1 2026.
United Advisor Group sold 136 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $30.3K.
Vanguard Dividend Appreciation ETF made up 0.07% of United Advisor Group's portfolio in Q1 2026, its #260 holding.
United Advisor Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 7 quarters since.
United Advisor Group's Vanguard Dividend Appreciation ETF position peaked at $602K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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