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 Q3	$350K	Sell	4,464 -387	-8%	-$31.5K	0.03%	411
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%	-$7.56K	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 $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

United Advisor Group's VO Position: Q3 2026 in Review

United Advisor Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 8% in Q3 2026, selling an estimated $31.5K and leaving 4,464 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #411.

United Advisor Group first reported a position in VO in Q3 2024 and has held it in 9 quarters since. The position peaked at $391K in Q2 2026. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

United Advisor Group held 4,464 shares of Vanguard Morningstar Mid-Cap ETF worth $350K as of Q3 2026.
United Advisor Group sold 387 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $31.5K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #411 holding.
United Advisor Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 9 quarters since.
United Advisor Group's Vanguard Morningstar Mid-Cap ETF position peaked at $391K in Q2 2026.
2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.