Univest Financial’s Vanguard Morningstar 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 Q2	$229K	Hold	1,404	–	–	0.01%	257
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 $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Univest Financial's MGV Position: Q2 2026 in Review

Univest Financial held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,404 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #257.

Univest Financial first reported a position in MGV in Q2 2020 and has held it in 22 quarters since. The position peaked at $288K in Q2 2021. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Univest Financial held 1,404 shares of Vanguard Morningstar Mega Cap Value ETF worth $229K as of Q2 2026.
Univest Financial left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Univest Financial's portfolio in Q2 2026, its #257 holding.
Univest Financial first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2020 and has held it in 22 quarters since.
Univest Financial's Vanguard Morningstar Mega Cap Value ETF position peaked at $288K in Q2 2021.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.