United Advisor Group’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.85M	Buy	66,588 +5,694	+9%	+$443K	0.6%	37
2025 Q4	$4.95M	Buy	60,894 +108	+0.2%	+$8.77K	0.62%	33
2025 Q3	$4.86M	Buy	60,786 +4,338	+8%	+$331K	0.65%	32
2025 Q2	$4.12M	Buy	56,448 +18,132	+47%	+$1.19M	0.71%	35
2025 Q1	$2.37M	Sell	38,316 -3,624	-9%	-$244K	0.49%	56
2024 Q4	$2.87M	Buy	41,940 +2,940	+8%	+$198K	0.57%	45
2024 Q3	$2.5M	Buy	39,000 +972	+3%	+$60.2K	0.56%	48
2024 Q2	$2.37M	Buy	38,028 +4,530	+14%	+$264K	0.74%	34
2024 Q1	$1.92M	Buy	33,498 +5,850	+21%	+$322K	0.72%	37
2023 Q4	$1.44M	Buy	+27,648	New	+$1.33M	1.74%	12

Other funds holding VUG

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

United Advisor Group increased its Vanguard Growth ETF (VUG) stake by 9.4% in Q1 2026, buying an estimated $443K and bringing the position to 66,588 shares worth $4.85M. The position accounts for 0.6% of the portfolio, ranked #37.

United Advisor Group first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.95M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

United Advisor Group held 66,588 shares of Vanguard Growth ETF worth $4.85M as of Q1 2026.
United Advisor Group bought 5,694 Vanguard Growth ETF shares in Q1 2026, an estimated $443K.
Vanguard Growth ETF made up 0.6% of United Advisor Group's portfolio in Q1 2026, its #37 holding.
United Advisor Group first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Vanguard Growth ETF position peaked at $4.95M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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