Univest Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Univest Financial’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.41M	Sell	39,547 -1,265	-3%	-$106K	0.17%	98
2026 Q1	$2.97M	Buy	40,812 +486	+1%	+$37.8K	0.17%	98
2025 Q4	$3.28M	Buy	40,326 +498	+1%	+$40.4K	0.17%	95
2025 Q3	$3.18M	Sell	39,828 -108	-0.3%	-$8.25K	0.18%	93
2025 Q2	$2.92M	Sell	39,936 -1,152	-3%	-$75.8K	0.18%	94
2025 Q1	$2.54M	Sell	41,088 -342	-0.8%	-$23.1K	0.17%	100
2024 Q4	$2.83M	Buy	41,430 +1,350	+3%	+$90.7K	0.18%	96
2024 Q3	$2.56M	Buy	+40,080	New	+$2.48M	0.17%	96

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Univest Financial's VUG Position: Q2 2026 in Review

Univest Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q2 2026, selling an estimated $106K and leaving 39,547 shares worth $3.41M. The position accounts for 0.17% of the portfolio, ranked #98.

Univest Financial first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Univest Financial held 39,547 shares of Vanguard Morningstar Growth ETF worth $3.41M as of Q2 2026.
Univest Financial sold 1,265 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $106K.
Vanguard Morningstar Growth ETF made up 0.17% of Univest Financial's portfolio in Q2 2026, its #98 holding.
Univest Financial first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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