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 Q2	$611K	Sell	2,583 -21	-0.8%	-$4.82K	0.06%	277
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

United Advisor Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.81% in Q2 2026, selling an estimated $4.82K and leaving 2,583 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #277.

United Advisor Group first reported a position in VIG in Q4 2023 and has held it in 8 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

United Advisor Group held 2,583 shares of Vanguard Dividend Appreciation ETF worth $611K as of Q2 2026.
United Advisor Group sold 21 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.82K.
Vanguard Dividend Appreciation ETF made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #277 holding.
United Advisor Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 8 quarters since.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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