United Advisor Group’s Vanguard 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 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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

United Advisor Group reduced its Vanguard Mid-Cap ETF (VO) stake by 0.89% in Q1 2026, selling an estimated $3.27K and leaving 4,900 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #358.

United Advisor Group first reported a position in VO in Q3 2024 and has held it in 7 quarters since. The position peaked at $371K in Q3 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

United Advisor Group held 4,900 shares of Vanguard Mid-Cap ETF worth $352K as of Q1 2026.
United Advisor Group sold 44 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.27K.
Vanguard Mid-Cap ETF made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #358 holding.
United Advisor Group first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
United Advisor Group's Vanguard Mid-Cap ETF position peaked at $371K in Q3 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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