UF
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Univest Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Univest Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$405K Buy
5,644
+952
+20% +$70.7K 0.02% 211
2025
Q4 		$340K Sell
4,692
-648
-12% -$47.1K 0.02% 222
2025
Q3 		$392K Buy
5,340
+1,488
+39% +$107K 0.02% 207
2025
Q2 		$270K Sell
3,852
-3,492
-48% -$229K 0.02% 231
2025
Q1 		$475K Buy
7,344
+12
+0.2% +$805 0.03% 202
2024
Q4 		$484K Buy
7,332
+320
+5% +$21.7K 0.03% 201
2024
Q3 		$463K Buy
+7,012
New +$440K 0.03% 199

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Univest Financial's VO Position: Q1 2026 in Review

Univest Financial increased its Vanguard Mid-Cap ETF (VO) stake by 20% in Q1 2026, buying an estimated $70.7K and bringing the position to 5,644 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #211.

Univest Financial first reported a position in VO in Q3 2024 and has held it in 7 quarters since. The position peaked at $484K in Q4 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Univest Financial held 5,644 shares of Vanguard Mid-Cap ETF worth $405K as of Q1 2026.
  • Univest Financial bought 952 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $70.7K.
  • Vanguard Mid-Cap ETF made up 0.02% of Univest Financial's portfolio in Q1 2026, its #211 holding.
  • Univest Financial first reported a position in Vanguard Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Vanguard Mid-Cap ETF position peaked at $484K in Q4 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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