Univest Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Univest Financial’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$347K	Sell	1,613 -250	-13%	-$55.7K	0.02%	219
2025 Q4	$409K	Buy	1,863 +386	+26%	+$84.3K	0.02%	211
2025 Q3	$319K	Sell	1,477 -2,045	-58%	-$429K	0.02%	224
2025 Q2	$721K	Hold	3,522	–	–	0.04%	168
2025 Q1	$683K	Buy	3,522 +2	+0.1%	+$398	0.04%	180
2024 Q4	$689K	Buy	3,520 +3	+0.1%	+$599	0.04%	177
2024 Q3	$697K	Buy	+3,517	New	+$670K	0.05%	173

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Univest Financial's VIG Position: Q1 2026 in Review

Univest Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q1 2026, selling an estimated $55.7K and leaving 1,613 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #219.

Univest Financial first reported a position in VIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $721K in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Univest Financial held 1,613 shares of Vanguard Dividend Appreciation ETF worth $347K as of Q1 2026.
Univest Financial sold 250 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $55.7K.
Vanguard Dividend Appreciation ETF made up 0.02% of Univest Financial's portfolio in Q1 2026, its #219 holding.
Univest Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 7 quarters since.
Univest Financial's Vanguard Dividend Appreciation ETF position peaked at $721K in Q2 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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