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

Univest Financial’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$632K	Sell	2,603 -32	-1%	-$7.44K	0.03%	184
2026 Q1	$572K	Sell	2,635 -6	-0.2%	-$1.34K	0.03%	185
2025 Q4	$559K	Sell	2,641 -145	-5%	-$30.4K	0.03%	190
2025 Q3	$582K	Sell	2,786 -4	-0.1%	-$818	0.03%	183
2025 Q2	$544K	Sell	2,790 -975	-26%	-$180K	0.03%	184
2025 Q1	$701K	Sell	3,765 -586	-13%	-$116K	0.05%	177
2024 Q4	$862K	Sell	4,351 -445	-9%	-$91.4K	0.05%	163
2024 Q3	$963K	Buy	+4,796	New	+$922K	0.06%	152

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Univest Financial's VBR Position: Q2 2026 in Review

Univest Financial reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.2% in Q2 2026, selling an estimated $7.44K and leaving 2,603 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #184.

Univest Financial first reported a position in VBR in Q3 2024 and has held it in 8 quarters since. The position peaked at $963K in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Univest Financial held 2,603 shares of Vanguard Morningstar Small-Cap Value ETF worth $632K as of Q2 2026.
Univest Financial sold 32 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $7.44K.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Univest Financial's portfolio in Q2 2026, its #184 holding.
Univest Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Univest Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $963K in Q3 2024.
1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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