United Advisor Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Sell	4,851 -49	-1%	-$3.8K	0.04%	365
2026 Q1	$352K	Sell	4,900 -44	-0.9%	-$3.27K	0.04%	358
2025 Q4	$359K	Sell	4,944 -104	-2%	-$7.57K	0.04%	339
2025 Q3	$371K	Buy	5,048 +1,268	+34%	+$91.1K	0.05%	320
2025 Q2	$264K	Buy	3,780 +488	+15%	+$32K	0.05%	334
2025 Q1	$213K	Sell	3,292 -676	-17%	-$45.4K	0.04%	333
2024 Q4	$262K	Sell	3,968 -292	-7%	-$19.8K	0.05%	313
2024 Q3	$281K	Buy	+4,260	New	+$267K	0.06%	289

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

United Advisor Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1% in Q2 2026, selling an estimated $3.8K and leaving 4,851 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #365.

United Advisor Group first reported a position in VO in Q3 2024 and has held it in 8 quarters since. 2,485 funds tracked by Wall St. Rank hold VO as of Q2 2026.

United Advisor Group held 4,851 shares of Vanguard Morningstar Mid-Cap ETF worth $391K as of Q2 2026.
United Advisor Group sold 49 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #365 holding.
United Advisor Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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