United Advisor Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2004873
CINCINNATI, OH
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$524,101
+$205 QoQ
Shares Held
2,001
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524,101 | 2,001 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $523,896 | 2,031 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $523,816 | 2,060 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $487,230 | 2,056 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $445,939 | 2,011 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $426,977 | 1,777 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $444,294 | 1,873 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $389,201 | 1,785 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||