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United Advisor Group, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Advisor Group, LLC on VUG, newest first. How the timeline and the estimate are built.

United Advisor Group, LLC held 69,917 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,917 shares
    Change vs previous 13F +58,819 shares

    0.64% of the 13F portfolio, value $6,022,693.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,098 shares
    Change vs previous 13F +949 shares

    0.6% of the 13F portfolio, value $4,847,506.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,149 shares
    Change vs previous 13F +18 shares

    0.64% of the 13F portfolio, value $4,951,252.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,131 shares
    Change vs previous 13F +723 shares

    0.65% of the 13F portfolio, value $4,858,721.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,408 shares
    Change vs previous 13F +3,022 shares

    0.71% of the 13F portfolio, value $4,124,644.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,386 shares
    Change vs previous 13F -604 shares

    0.49% of the 13F portfolio, value $2,368,158.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,990 shares
    Change vs previous 13F +490 shares

    0.57% of the 13F portfolio, value $2,869,088.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,500 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,495,556.

    13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).