Univest Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Univest Financial’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56M	Buy	18,019 +1,645	+10%	+$318K	0.17%	94
2026 Q1	$3.02M	Buy	16,374 +2,421	+17%	+$452K	0.17%	94
2025 Q4	$2.47M	Buy	13,953 +1,314	+10%	+$230K	0.13%	116
2025 Q3	$2.21M	Buy	12,639 +573	+5%	+$97.5K	0.12%	114
2025 Q2	$1.98M	Buy	12,066 +175	+1%	+$27.7K	0.12%	110
2025 Q1	$1.91M	Sell	11,891 -1,239	-9%	-$203K	0.12%	118
2024 Q4	$2.12M	Buy	13,130 +978	+8%	+$165K	0.13%	114
2024 Q3	$2.04M	Buy	+12,152	New	+$1.93M	0.13%	110

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Univest Financial's VOE Position: Q2 2026 in Review

Univest Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 10% in Q2 2026, buying an estimated $318K and bringing the position to 18,019 shares worth $3.56M. The position accounts for 0.17% of the portfolio, ranked #94.

Univest Financial first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Univest Financial held 18,019 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.56M as of Q2 2026.
Univest Financial bought 1,645 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $318K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.17% of Univest Financial's portfolio in Q2 2026, its #94 holding.
Univest Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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