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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

United Advisor Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 12% in Q2 2026, selling an estimated $124K and leaving 11,291 shares worth $933K. The position accounts for 0.1% of the portfolio, ranked #226.

United Advisor Group first reported a position in VOOG in Q1 2024 and has held it in 10 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • United Advisor Group held 11,291 shares of Vanguard S&P 500 Growth ETF worth $933K as of Q2 2026.
  • United Advisor Group sold 1,561 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $124K.
  • Vanguard S&P 500 Growth ETF made up 0.1% of United Advisor Group's portfolio in Q2 2026, its #226 holding.
  • United Advisor Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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