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

United Advisor Group’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Buy
12,032
+741
+7% +$61.8K 0.1% 220
2026
Q2 		$933K Sell
11,291
-1,561
-12% -$124K 0.1% 226
2026
Q1 		$873K Buy
12,852
+744
+6% +$53.8K 0.11% 207
2025
Q4 		$897K Buy
12,108
+108
+0.9% +$7.95K 0.11% 195
2025
Q3 		$871K Buy
12,000
+216
+2% +$14.9K 0.12% 186
2025
Q2 		$779K Buy
11,784
+330
+3% +$19.6K 0.13% 159
2025
Q1 		$639K Buy
11,454
+1,356
+13% +$82.2K 0.13% 157
2024
Q4 		$616K Buy
10,098
+3,468
+52% +$208K 0.12% 173
2024
Q3 		$382K Sell
6,630
-6,024
-48% -$334K 0.09% 236
2024
Q2 		$703K Buy
12,654
+7,146
+130% +$371K 0.22% 102
2024
Q1 		$280K Buy
+5,508
New +$266K 0.11% 170

Other funds holding VOOG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

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

United Advisor Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 6.6% in Q3 2026, buying an estimated $61.8K and bringing the position to 12,032 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #220.

United Advisor Group first reported a position in VOOG in Q1 2024 and has held it in 11 quarters since. 456 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • United Advisor Group held 12,032 shares of Vanguard S&P 500 Growth ETF worth $1.03M as of Q3 2026.
  • United Advisor Group bought 741 Vanguard S&P 500 Growth ETF shares in Q3 2026, an estimated $61.8K.
  • Vanguard S&P 500 Growth ETF made up 0.1% of United Advisor Group's portfolio in Q3 2026, its #220 holding.
  • United Advisor Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 456 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

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