UF
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Univest Financial's VGT Position: Q1 2026 in Review

Univest Financial held its Vanguard Information Technology ETF (VGT) position steady in Q1 2026 at 7,928 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #172.

Univest Financial first reported a position in VGT in Q3 2024 and has held it in 7 quarters since. The position peaked at $747K in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Univest Financial held 7,928 shares of Vanguard Information Technology ETF worth $691K as of Q1 2026.
  • Univest Financial left its Vanguard Information Technology ETF share count unchanged in Q1 2026.
  • Vanguard Information Technology ETF made up 0.04% of Univest Financial's portfolio in Q1 2026, its #172 holding.
  • Univest Financial first reported a position in Vanguard Information Technology ETF in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Vanguard Information Technology ETF position peaked at $747K in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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