As of the latest SEC filings, UNITED HOMES GROUP INC (UHG) is held by 11 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $342,447.08 in market value, representing a significant portion of its portfolio.
Funds holding UNITED HOMES GROUP INC (UHG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UHG
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $342,447.08 | 295,213 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $154,153.56 | 132,891 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $77,423.58 | 66,174 | Feb 28, 2026 | Apr 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.03% | $31,320.00 | 27,000 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $29,838.68 | 25,723 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $29,550.69 | 25,257 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $21,447.27 | 18,331 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $20,091.24 | 17,172 | Feb 28, 2026 | Apr 24, 2026 |
|
CVSCX
Calamos Market Neutral Income Fund
|
MF | Calamos | 0.00% | $4,750.00 | 25,000 | Apr 30, 2026 | Jun 26, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $1,981.28 | 1,708 | Mar 31, 2026 | May 26, 2026 |
|
BRW
Saba Capital Income & Opportunities Fund
|
CEF | Independent / Boutique | 0.00% | $1,235.95 | 6,505 | Apr 30, 2026 | Jun 26, 2026 |
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