UF
VBR icon

Univest Financial’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Univest Financial's VBR Position: Q1 2026 in Review

Univest Financial reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.23% in Q1 2026, selling an estimated $1.34K and leaving 2,635 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #185.

Univest Financial first reported a position in VBR in Q3 2024 and has held it in 7 quarters since. The position peaked at $963K in Q3 2024. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Univest Financial held 2,635 shares of Vanguard Small-Cap Value ETF worth $572K as of Q1 2026.
  • Univest Financial sold 6 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Small-Cap Value ETF made up 0.03% of Univest Financial's portfolio in Q1 2026, its #185 holding.
  • Univest Financial first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Vanguard Small-Cap Value ETF position peaked at $963K in Q3 2024.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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