Univest Financial’s Vanguard Morningstar 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 Q2	$456K	Buy	5,656 +12	+0.2%	+$930	0.02%	207
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Univest Financial's VO Position: Q2 2026 in Review

Univest Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.21% in Q2 2026, buying an estimated $930 and bringing the position to 5,656 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #207.

Univest Financial first reported a position in VO in Q3 2024 and has held it in 8 quarters since. The position peaked at $484K in Q4 2024. 2,492 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Univest Financial held 5,656 shares of Vanguard Morningstar Mid-Cap ETF worth $456K as of Q2 2026.
Univest Financial bought 12 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $930.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Univest Financial's portfolio in Q2 2026, its #207 holding.
Univest Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Univest Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $484K in Q4 2024.
2,492 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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