United Advisor Group’s Vanguard Morningstar 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 Q2	$6.02M	Buy	69,917 +3,329	+5%	+$280K	0.64%	36
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

United Advisor Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 5% in Q2 2026, buying an estimated $280K and bringing the position to 69,917 shares worth $6.02M. The position accounts for 0.64% of the portfolio, ranked #36.

United Advisor Group first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,894 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

United Advisor Group held 69,917 shares of Vanguard Morningstar Growth ETF worth $6.02M as of Q2 2026.
United Advisor Group bought 3,329 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $280K.
Vanguard Morningstar Growth ETF made up 0.64% of United Advisor Group's portfolio in Q2 2026, its #36 holding.
United Advisor Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,894 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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