Univest Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Univest Financial’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$948K	Hold	7,928	–	–	0.05%	162
2026 Q1	$691K	Hold	7,928	–	–	0.04%	172
2025 Q4	$747K	Buy	7,928 +4,072	+106%	+$387K	0.04%	169
2025 Q3	$360K	Sell	3,856 -1,752	-31%	-$153K	0.02%	214
2025 Q2	$465K	Hold	5,608	–	–	0.03%	191
2025 Q1	$380K	Sell	5,608 -104	-2%	-$7.83K	0.02%	218
2024 Q4	$444K	Sell	5,712 -80	-1%	-$6.14K	0.03%	206
2024 Q3	$425K	Buy	+5,792	New	+$412K	0.03%	207

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Univest Financial's VGT Position: Q2 2026 in Review

Univest Financial held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 7,928 shares worth $948K. The position accounts for 0.05% of the portfolio, ranked #162.

Univest Financial first reported a position in VGT in Q3 2024 and has held it in 8 quarters since. 2,202 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Univest Financial held 7,928 shares of Vanguard Information Technology ETF worth $948K as of Q2 2026.
Univest Financial left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.05% of Univest Financial's portfolio in Q2 2026, its #162 holding.
Univest Financial first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 8 quarters since.
2,202 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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