Univest Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Univest Financial’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$510K	Buy	1,666 +2	+0.1%	+$577	0.03%	199
2026 Q1	$428K	Buy	1,664 +2	+0.1%	+$549	0.02%	206
2025 Q4	$464K	Buy	1,662 +3	+0.2%	+$859	0.02%	200
2025 Q3	$487K	Buy	1,659 +1	+0.1%	+$288	0.03%	188
2025 Q2	$471K	Hold	1,658	–	–	0.03%	190
2025 Q1	$406K	Buy	1,658 +2	+0.1%	+$520	0.03%	214
2024 Q4	$420K	Buy	1,656 +2	+0.1%	+$515	0.03%	211
2024 Q3	$403K	Buy	+1,654	New	+$385K	0.03%	217

Other funds holding VOT

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Univest Financial's VOT Position: Q2 2026 in Review

Univest Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.12% in Q2 2026, buying an estimated $577 and bringing the position to 1,666 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #199.

Univest Financial first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Univest Financial held 1,666 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $510K as of Q2 2026.
Univest Financial bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Univest Financial's portfolio in Q2 2026, its #199 holding.
Univest Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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