UF
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Univest Financial’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Univest Financial's VB Position: Q1 2026 in Review

Univest Financial reduced its Vanguard Small-Cap ETF (VB) stake by 16% in Q1 2026, selling an estimated $88.8K and leaving 1,719 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #200.

Univest Financial first reported a position in VB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Univest Financial held 1,719 shares of Vanguard Small-Cap ETF worth $450K as of Q1 2026.
  • Univest Financial sold 328 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $88.8K.
  • Vanguard Small-Cap ETF made up 0.03% of Univest Financial's portfolio in Q1 2026, its #200 holding.
  • Univest Financial first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Vanguard Small-Cap ETF position peaked at $1.09M in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

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