Univest Financial’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Univest Financial's VOE Position: Q1 2026 in Review

Univest Financial increased its Vanguard Mid-Cap Value ETF (VOE) stake by 17% in Q1 2026, buying an estimated $452K and bringing the position to 16,374 shares worth $3.02M. 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 7 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Univest Financial held 16,374 shares of Vanguard Mid-Cap Value ETF worth $3.02M as of Q1 2026.
Univest Financial bought 2,421 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $452K.
Vanguard Mid-Cap Value ETF made up 0.17% of Univest Financial's portfolio in Q1 2026, its #94 holding.
Univest Financial first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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