United Advisor Group, LLC Vanguard Mid Cap Value Index F Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, United Advisor Group, LLC holds 4,298 shares of VOE stock, worth $747,164. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,298
Previous 3,265
31.64%
Holding current value
$747,164
Previous $536,000
39.93%
% of portfolio
0.11%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding VOE
# of Institutions
1,258Shares Held
73MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio