United Advisor Group, LLC Vanguard Small Cap Value ETF Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 5,665 shares of VBR stock, worth $1.16 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,665

Previous 5,752 1.51%

Holding current value

$1.16 Million

Previous $1.12 Million 5.44%

% of portfolio

0.17%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$195.41 - $212.37 $17,000 - $18,476	-87 Reduced 1.51%	5,665 $1.18 Million
Q2 2025 Aug 11, 2025	BUY	$162.76 - $195.77 $143,554 - $172,669	882 Added 18.11%	5,752 $1.12 Million
Q1 2025 Apr 21, 2025	BUY	$183.02 - $207.75 $82,542 - $93,695	451 Added 10.21%	4,870 $907,000
Q4 2024 Feb 24, 2025	SELL	$197.36 - $217.3 $410,706 - $452,201	-2,081 Reduced 32.02%	4,419 $875,000
Q3 2024 Oct 30, 2024	BUY	$179.99 - $201.6 $528,990 - $592,502	2,939 Added 82.53%	6,500 $1.31 Million

Q2 2024 Aug 08, 2024	SELL	$177.65 - $191.11 $344,996 - $371,135	-1,942 Reduced 35.29%	3,561 $649,000
Q1 2024 May 14, 2024	BUY	$172.45 - $191.88 $302,132 - $336,173	1,752 Added 46.71%	5,503 $1.06 Million
Q4 2023 Feb 15, 2024	BUY	$149.18 - $181.94 $559,574 - $682,456	3,751 New	3,751 $675,000

Others Institutions Holding VBR

# of Institutions

1,797

Shares Held

91.8M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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United Advisor Group, LLC Vanguard Small Cap Value ETF Transaction History