UAG
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United Advisor Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

United Advisor Group’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$743K Buy
5,018
+1,313
+35% +$197K 0.09% 225
2025
Q4 		$532K Sell
3,705
-128
-3% -$18.2K 0.07% 269
2025
Q3 		$540K Buy
3,833
+1,600
+72% +$220K 0.07% 250
2025
Q2 		$298K Sell
2,233
-233
-9% -$29.5K 0.05% 312
2025
Q1 		$318K Sell
2,466
-1,044
-30% -$137K 0.07% 265
2024
Q4 		$448K Buy
3,510
+275
+9% +$35.9K 0.09% 214
2024
Q3 		$415K Buy
3,235
+1,060
+49% +$131K 0.09% 219
2024
Q2 		$258K Buy
+2,175
New +$258K 0.08% 224

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

United Advisor Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 35% in Q1 2026, buying an estimated $197K and bringing the position to 5,018 shares worth $743K. The position accounts for 0.09% of the portfolio, ranked #225.

United Advisor Group first reported a position in VYM in Q2 2024 and has held it in 8 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • United Advisor Group held 5,018 shares of Vanguard High Dividend Yield ETF worth $743K as of Q1 2026.
  • United Advisor Group bought 1,313 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $197K.
  • Vanguard High Dividend Yield ETF made up 0.09% of United Advisor Group's portfolio in Q1 2026, its #225 holding.
  • United Advisor Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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