United Advisor Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$525K	Buy	7,999 +1,324	+20%	+$89K	0.06%	277
2025 Q4	$450K	Buy	6,675 +167	+3%	+$11.3K	0.06%	299
2025 Q3	$435K	Sell	6,508 -101	-2%	-$6.66K	0.06%	285
2025 Q2	$432K	Buy	+6,609	New	+$421K	0.07%	248
2024 Q2	–	Sell	-3,266	Closed	-$209K	–	283
2024 Q1	$209K	Buy	+3,266	New	+$205K	0.08%	203

Other funds holding VWOB

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

United Advisor Group increased its Vanguard Emerging Markets Government Bond ETF (VWOB) stake by 20% in Q1 2026, buying an estimated $89K and bringing the position to 7,999 shares worth $525K. The position accounts for 0.06% of the portfolio, ranked #277.

United Advisor Group first reported a position in VWOB in Q1 2024 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold VWOB as of Q1 2026.

United Advisor Group held 7,999 shares of Vanguard Emerging Markets Government Bond ETF worth $525K as of Q1 2026.
United Advisor Group bought 1,324 Vanguard Emerging Markets Government Bond ETF shares in Q1 2026, an estimated $89K.
Vanguard Emerging Markets Government Bond ETF made up 0.06% of United Advisor Group's portfolio in Q1 2026, its #277 holding.
United Advisor Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q1 2024 and has held it in 5 quarters since.
449 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2026.

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