UF
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$544K Sell
2,790
-975
-26% -$190K 0.03% 184
2025
Q1 		$701K Sell
3,765
-586
-13% -$109K 0.05% 177
2024
Q4 		$862K Sell
4,351
-445
-9% -$88.2K 0.05% 163
2024
Q3 		$963K Buy
+4,796
New +$963K 0.06% 152