Univest Financial’s Vanguard Energy ETF VDE Stock Holding History

Univest Financial’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Hold	3,660	–	–	0.03%	194
2026 Q1	$633K	Sell	3,660 -1,498	-29%	-$227K	0.04%	178
2025 Q4	$649K	Buy	5,158 +1,069	+26%	+$134K	0.03%	183
2025 Q3	$515K	Buy	4,089 +223	+6%	+$27.5K	0.03%	186
2025 Q2	$461K	Buy	3,866 +203	+6%	+$23.6K	0.03%	192
2025 Q1	$475K	Sell	3,663 -257	-7%	-$32.5K	0.03%	201
2024 Q4	$476K	Hold	3,920	–	–	0.03%	202
2024 Q3	$480K	Buy	+3,920	New	+$490K	0.03%	197
2021 Q1	–	Sell	-34,873	Closed	-$1.81M	–	110
2020 Q4	$1.81M	Buy	+34,873	New	+$1.63M	0.52%	50

Other funds holding VDE

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Univest Financial's VDE Position: Q2 2026 in Review

Univest Financial held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 3,660 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #194.

Univest Financial first reported a position in VDE in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.81M in Q4 2020. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Univest Financial held 3,660 shares of Vanguard Energy ETF worth $549K as of Q2 2026.
Univest Financial left its Vanguard Energy ETF share count unchanged in Q2 2026.
Vanguard Energy ETF made up 0.03% of Univest Financial's portfolio in Q2 2026, its #194 holding.
Univest Financial first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 9 quarters since.
Univest Financial's Vanguard Energy ETF position peaked at $1.81M in Q4 2020.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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