United Advisor Group’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.29M	Buy	10,524 +708	+7%	+$443K	0.78%	30
2025 Q4	$6.16M	Sell	9,816 -1,963	-17%	-$1.22M	0.77%	27
2025 Q3	$7.22M	Buy	11,779 +2,028	+21%	+$1.2M	0.97%	21
2025 Q2	$5.55M	Sell	9,751 -400	-4%	-$210K	0.96%	21
2025 Q1	$5.22M	Buy	10,151 +1,139	+13%	+$616K	1.07%	21
2024 Q4	$4.86M	Buy	9,012 +3,148	+54%	+$1.71M	0.96%	25
2024 Q3	$3.09M	Buy	5,864 +1,610	+38%	+$818K	0.7%	35
2024 Q2	$2.13M	Buy	4,254 +2,065	+94%	+$994K	0.66%	42
2024 Q1	$1.05M	Buy	2,189 +1,064	+95%	+$487K	0.4%	72
2023 Q4	$492K	Buy	+1,125	New	+$461K	0.59%	36

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

United Advisor Group increased its Vanguard S&P 500 ETF (VOO) stake by 7.2% in Q1 2026, buying an estimated $443K and bringing the position to 10,524 shares worth $6.29M. The position accounts for 0.78% of the portfolio, ranked #30.

United Advisor Group first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.22M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

United Advisor Group held 10,524 shares of Vanguard S&P 500 ETF worth $6.29M as of Q1 2026.
United Advisor Group bought 708 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $443K.
Vanguard S&P 500 ETF made up 0.78% of United Advisor Group's portfolio in Q1 2026, its #30 holding.
United Advisor Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Vanguard S&P 500 ETF position peaked at $7.22M in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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