Univest Financial’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Univest Financial’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Buy	+1,404	New	+$208K	0.01%	250
2025 Q3	–	Sell	-1,553	Closed	-$204K	–	270
2025 Q2	$204K	Hold	1,553	–	–	0.01%	260
2025 Q1	$200K	Buy	+1,553	New	+$201K	0.01%	272
2024 Q4	–	Sell	-1,994	Closed	-$256K	–	287
2024 Q3	$256K	Hold	1,994	–	–	0.02%	251
2024 Q2	$236K	Hold	1,994	–	–	0.07%	125
2024 Q1	$238K	Sell	1,994 -340	-15%	-$38.5K	0.07%	117
2023 Q4	$255K	Hold	2,334	–	–	0.08%	106
2023 Q3	$237K	Hold	2,334	–	–	0.08%	97
2023 Q2	$242K	Hold	2,334	–	–	0.07%	96
2023 Q1	$236K	Sell	2,334 -324	-12%	-$33.1K	0.07%	91
2022 Q4	$273K	Hold	2,658	–	–	0.09%	90
2022 Q3	$239K	Hold	2,658	–	–	0.08%	92
2022 Q2	$256K	Hold	2,658	–	–	0.08%	89
2022 Q1	$285K	Hold	2,658	–	–	0.08%	91
2021 Q4	$284K	Hold	2,658	–	–	0.07%	95
2021 Q3	$260K	Sell	2,658 -228	-8%	-$23K	0.07%	93
2021 Q2	$288K	Hold	2,886	–	–	0.08%	94
2021 Q1	$275K	Hold	2,886	–	–	0.08%	93
2020 Q4	$251K	Hold	2,886	–	–	0.07%	98
2020 Q3	$221K	Hold	2,886	–	–	0.07%	97
2020 Q2	$211K	Buy	+2,886	New	+$209K	0.07%	97

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Univest Financial's MGV Position: Q1 2026 in Review

Univest Financial opened a new position in Vanguard Mega Cap Value ETF (MGV) in Q1 2026: 1,404 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Univest Financial previously reported a position in MGV as recently as Q2 2025.

Univest Financial first reported a position in MGV in Q2 2020 and has held it in 21 quarters since. The position peaked at $288K in Q2 2021. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

Univest Financial held 1,404 shares of Vanguard Mega Cap Value ETF worth $204K as of Q1 2026.
Vanguard Mega Cap Value ETF was a new Univest Financial position in Q1 2026.
Vanguard Mega Cap Value ETF made up 0.01% of Univest Financial's portfolio in Q1 2026, its #250 holding.
Univest Financial first reported a position in Vanguard Mega Cap Value ETF in Q2 2020 and has held it in 21 quarters since.
Univest Financial's Vanguard Mega Cap Value ETF position peaked at $288K in Q2 2021.
567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.