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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$827K	Buy	4,187 +9	+0.2%	+$1.74K	0.09%	236
2026 Q1	$770K	Sell	4,178 -68	-2%	-$12.7K	0.09%	220
2025 Q4	$753K	Sell	4,246 -52	-1%	-$9.1K	0.09%	220
2025 Q3	$751K	Buy	4,298 +1,033	+32%	+$176K	0.1%	209
2025 Q2	$537K	Buy	3,265 +1,140	+54%	+$181K	0.09%	210
2025 Q1	$341K	Sell	2,125 -502	-19%	-$82.1K	0.07%	259
2024 Q4	$425K	Sell	2,627 -1,247	-32%	-$210K	0.08%	229
2024 Q3	$650K	Buy	+3,874	New	+$616K	0.15%	147
2024 Q2	–	Sell	-1,904	Closed	-$297K	–	281
2024 Q1	$297K	Buy	1,904 +494	+35%	+$72.5K	0.11%	162
2023 Q4	$205K	Buy	+1,410	New	+$189K	0.25%	52

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

United Advisor Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.22% in Q2 2026, buying an estimated $1.74K and bringing the position to 4,187 shares worth $827K. The position accounts for 0.09% of the portfolio, ranked #236.

United Advisor Group first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

United Advisor Group held 4,187 shares of Vanguard Morningstar Mid-Cap Value ETF worth $827K as of Q2 2026.
United Advisor Group bought 9 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.74K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of United Advisor Group's portfolio in Q2 2026, its #236 holding.
United Advisor Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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