United Advisor Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Sell	869 -43	-5%	-$14.3K	0.03%	425
2026 Q1	$273K	Sell	912 -67	-7%	-$21K	0.03%	413
2025 Q4	$308K	Buy	979 +108	+12%	+$33.7K	0.04%	371
2025 Q3	$268K	Sell	871 -69	-7%	-$20.4K	0.04%	385
2025 Q2	$268K	Buy	940 +83	+10%	+$21.9K	0.05%	330
2025 Q1	$220K	Sell	857 -15	-2%	-$4.06K	0.05%	327
2024 Q4	$235K	Buy	+872	New	+$236K	0.05%	330
2024 Q3	–	Sell	-932	Closed	-$233K	–	356
2024 Q2	$233K	Buy	+932	New	+$224K	0.07%	235

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

United Advisor Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.7% in Q2 2026, selling an estimated $14.3K and leaving 869 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #425.

United Advisor Group first reported a position in VV in Q2 2024 and has held it in 8 quarters since. The position peaked at $308K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

United Advisor Group held 869 shares of Vanguard Morningstar Large-Cap ETF worth $299K as of Q2 2026.
United Advisor Group sold 43 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $14.3K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #425 holding.
United Advisor Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 8 quarters since.
United Advisor Group's Vanguard Morningstar Large-Cap ETF position peaked at $308K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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