Univest Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Univest Financial’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Buy	30,870 +519	+2%	+$186K	0.56%	38
2026 Q1	$9.74M	Buy	30,351 +1,506	+5%	+$505K	0.55%	45
2025 Q4	$9.67M	Sell	28,845 -1,902	-6%	-$633K	0.51%	47
2025 Q3	$10.1M	Buy	30,747 +205	+0.7%	+$64.8K	0.56%	45
2025 Q2	$9.28M	Buy	30,542 +665	+2%	+$187K	0.56%	44
2025 Q1	$8.21M	Buy	29,877 +1,930	+7%	+$561K	0.54%	45
2024 Q4	$8.1M	Sell	27,947 -880	-3%	-$257K	0.51%	47
2024 Q3	$8.16M	Buy	28,827 +23,722	+465%	+$6.47M	0.54%	46
2024 Q2	$1.37M	Buy	5,105 +4,305	+538%	+$1.11M	0.38%	47
2024 Q1	$208K	Sell	800 -132	-14%	-$32.7K	0.06%	128
2023 Q4	$221K	Buy	+932	New	+$206K	0.07%	113
2023 Q3	–	Sell	-932	Closed	-$205K	–	117
2023 Q2	$205K	Buy	+932	New	+$194K	0.06%	115
2022 Q2	–	Sell	-1,029	Closed	-$234K	–	113
2022 Q1	$234K	Buy	1,029 +45	+5%	+$10.1K	0.07%	106
2021 Q4	$238K	Hold	984	–	–	0.06%	103
2021 Q3	$219K	Hold	984	–	–	0.06%	109
2021 Q2	$219K	Hold	984	–	–	0.06%	107
2021 Q1	$203K	Buy	+984	New	+$199K	0.06%	102

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Univest Financial's VTI Position: Q2 2026 in Review

Univest Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $186K and bringing the position to 30,870 shares worth $11.4M. The position accounts for 0.56% of the portfolio, ranked #38.

Univest Financial first reported a position in VTI in Q1 2021 and has held it in 17 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Univest Financial held 30,870 shares of Vanguard Morningstar Total Stock Market ETF worth $11.4M as of Q2 2026.
Univest Financial bought 519 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $186K.
Vanguard Morningstar Total Stock Market ETF made up 0.56% of Univest Financial's portfolio in Q2 2026, its #38 holding.
Univest Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 17 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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