Univest Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Univest Financial’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$525K	Buy	1,731 +12	+0.7%	+$3.44K	0.03%	197
2026 Q1	$450K	Sell	1,719 -328	-16%	-$88.8K	0.03%	200
2025 Q4	$528K	Buy	2,047 +537	+36%	+$138K	0.03%	194
2025 Q3	$384K	Buy	1,510 +103	+7%	+$25.5K	0.02%	210
2025 Q2	$333K	Sell	1,407 -2,780	-66%	-$620K	0.02%	219
2025 Q1	$928K	Sell	4,187 -368	-8%	-$87.9K	0.06%	159
2024 Q4	$1.09M	Buy	4,555 +2,727	+149%	+$671K	0.07%	152
2024 Q3	$434K	Buy	+1,828	New	+$415K	0.03%	206

Other funds holding VB

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Univest Financial's VB Position: Q2 2026 in Review

Univest Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.7% in Q2 2026, buying an estimated $3.44K and bringing the position to 1,731 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #197.

Univest Financial first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Univest Financial held 1,731 shares of Vanguard Morningstar Small-Cap ETF worth $525K as of Q2 2026.
Univest Financial bought 12 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.44K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Univest Financial's portfolio in Q2 2026, its #197 holding.
Univest Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Univest Financial's Vanguard Morningstar Small-Cap ETF position peaked at $1.09M in Q4 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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