UF
VTV icon

Univest Financial’s Vanguard Morningstar Value ETF VTV Stock Holding History

Univest Financial’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Buy
68,375
+6,925
+11% +$1.45M 0.73% 31
2026
Q1 		$12.1M Buy
61,450
+7,451
+14% +$1.49M 0.68% 36
2025
Q4 		$10.3M Buy
53,999
+6,807
+14% +$1.28M 0.55% 45
2025
Q3 		$8.8M Buy
47,192
+3,360
+8% +$608K 0.49% 50
2025
Q2 		$7.75M Buy
43,832
+2,699
+7% +$456K 0.46% 48
2025
Q1 		$7.11M Buy
41,133
+5,242
+15% +$914K 0.46% 52
2024
Q4 		$6.08M Buy
35,891
+3,415
+11% +$599K 0.38% 55
2024
Q3 		$5.67M Buy
+32,476
New +$5.44M 0.37% 53

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Univest Financial's VTV Position: Q2 2026 in Review

Univest Financial increased its Vanguard Morningstar Value ETF (VTV) stake by 11% in Q2 2026, buying an estimated $1.45M and bringing the position to 68,375 shares worth $14.9M. The position accounts for 0.73% of the portfolio, ranked #31.

Univest Financial first reported a position in VTV in Q3 2024 and has held it in 8 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Univest Financial held 68,375 shares of Vanguard Morningstar Value ETF worth $14.9M as of Q2 2026.
  • Univest Financial bought 6,925 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard Morningstar Value ETF made up 0.73% of Univest Financial's portfolio in Q2 2026, its #31 holding.
  • Univest Financial first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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