Univest Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Univest Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.2M	Buy	40,527 +935	+2%	+$585K	1.36%	15
2025 Q4	$24.8M	Sell	39,592 -399	-1%	-$248K	1.32%	17
2025 Q3	$24.5M	Sell	39,991 -3,441	-8%	-$2.03M	1.37%	15
2025 Q2	$24.7M	Sell	43,432 -322	-0.7%	-$169K	1.48%	13
2025 Q1	$22.5M	Sell	43,754 -942	-2%	-$509K	1.47%	16
2024 Q4	$24.1M	Sell	44,696 -2,366	-5%	-$1.28M	1.52%	14
2024 Q3	$24.8M	Buy	47,062 +613	+1%	+$312K	1.64%	13
2024 Q2	$23.2M	Sell	46,449 -8,095	-15%	-$3.9M	6.45%	2
2024 Q1	$26.2M	Sell	54,544 -580	-1%	-$265K	7.38%	2
2023 Q4	$24.1M	Buy	55,124 +46	+0.1%	+$18.8K	7.12%	2
2023 Q3	$21.6M	Hold	55,078	–	–	7.22%	2
2023 Q2	$22.4M	Sell	55,078 -1,333	-2%	-$514K	6.79%	2
2023 Q1	$21.2M	Sell	56,411 -3,762	-6%	-$1.38M	6.62%	2
2022 Q4	$21.1M	Buy	60,173 +1,054	+2%	+$372K	6.66%	2
2022 Q3	$19.4M	Sell	59,119 -1,135	-2%	-$415K	6.35%	2
2022 Q2	$20.9M	Sell	60,254 -603	-1%	-$227K	6.82%	2
2022 Q1	$25.3M	Sell	60,857 -324	-0.5%	-$133K	7.12%	2
2021 Q4	$26.7M	Sell	61,181 -2,429	-4%	-$1.03M	6.8%	2
2021 Q3	$25.1M	Sell	63,610 -32	-0.1%	-$13K	7.01%	2
2021 Q2	$25M	Sell	63,642 -1,664	-3%	-$639K	6.88%	2
2021 Q1	$23.8M	Buy	65,306 +238	+0.4%	+$84.4K	6.71%	2
2020 Q4	$22.4M	Sell	65,068 -6,750	-9%	-$2.2M	6.49%	2
2020 Q3	$22.1M	Sell	71,818 -34	-0%	-$10.4K	6.99%	2
2020 Q2	$20.4M	Sell	71,852 -1,474	-2%	-$397K	6.72%	2
2020 Q1	$17.4M	Buy	+73,326	New	+$20.5M	6.89%	2
2019 Q4	–	Sell	-82,165	Closed	-$22.4M	–	133
2019 Q3	$22.4M	Buy	82,165 +132	+0.2%	+$35.8K	7.18%	2
2019 Q2	$22.1M	Sell	82,033 -304	-0.4%	-$80.4K	6.99%	2
2019 Q1	$21.4M	Sell	82,337 -667	-0.8%	-$167K	7%	2
2018 Q4	$19.1M	Sell	83,004 -1,194	-1%	-$296K	7.03%	2
2018 Q3	$22.5M	Buy	+84,198	New	+$22M	6.86%	2

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Univest Financial's VOO Position: Q1 2026 in Review

Univest Financial increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q1 2026, buying an estimated $585K and bringing the position to 40,527 shares worth $24.2M. The position accounts for 1.36% of the portfolio, ranked #15.

Univest Financial first reported a position in VOO in Q3 2018 and has held it in 30 quarters since. The position peaked at $26.7M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Univest Financial held 40,527 shares of Vanguard S&P 500 ETF worth $24.2M as of Q1 2026.
Univest Financial bought 935 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $585K.
Vanguard S&P 500 ETF made up 1.36% of Univest Financial's portfolio in Q1 2026, its #15 holding.
Univest Financial first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 30 quarters since.
Univest Financial's Vanguard S&P 500 ETF position peaked at $26.7M in Q4 2021.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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