UF
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Univest Financial’s Vanguard 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Univest Financial's VOT Position: Q1 2026 in Review

Univest Financial increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.12% in Q1 2026, buying an estimated $549 and bringing the position to 1,664 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #206.

Univest Financial first reported a position in VOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $487K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Univest Financial held 1,664 shares of Vanguard Mid-Cap Growth ETF worth $428K as of Q1 2026.
  • Univest Financial bought 2 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $549.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Univest Financial's portfolio in Q1 2026, its #206 holding.
  • Univest Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Vanguard Mid-Cap Growth ETF position peaked at $487K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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