Univest Financial’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Univest Financial's VUG Position: Q1 2026 in Review

Univest Financial increased its Vanguard Growth ETF (VUG) stake by 1.2% in Q1 2026, buying an estimated $37.8K and bringing the position to 40,812 shares worth $2.97M. 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 7 quarters since. The position peaked at $3.28M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Univest Financial held 40,812 shares of Vanguard Growth ETF worth $2.97M as of Q1 2026.
Univest Financial bought 486 Vanguard Growth ETF shares in Q1 2026, an estimated $37.8K.
Vanguard Growth ETF made up 0.17% of Univest Financial's portfolio in Q1 2026, its #98 holding.
Univest Financial first reported a position in Vanguard Growth ETF in Q3 2024 and has held it in 7 quarters since.
Univest Financial's Vanguard Growth ETF position peaked at $3.28M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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