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 Q2	$276K	Sell	1,167 -446	-28%	-$102K	0.01%	241
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Univest Financial's VIG Position: Q2 2026 in Review

Univest Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 28% in Q2 2026, selling an estimated $102K and leaving 1,167 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #241.

Univest Financial first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $721K in Q2 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Univest Financial held 1,167 shares of Vanguard Dividend Appreciation ETF worth $276K as of Q2 2026.
Univest Financial sold 446 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $102K.
Vanguard Dividend Appreciation ETF made up 0.01% of Univest Financial's portfolio in Q2 2026, its #241 holding.
Univest Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
Univest Financial's Vanguard Dividend Appreciation ETF position peaked at $721K in Q2 2025.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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