Vanguard Capital Management
UVSP icon

Vanguard Capital Management’s Univest Financial UVSP Stock Holding History

Vanguard Capital Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52M Sell
1,187,660
-29,683
-2% -$1.16M ﹤0.01% 1923
2026
Q1 		$41.7M Buy
+1,217,343
New +$41.2M ﹤0.01% 1953

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Vanguard Capital Management's UVSP Position: Q2 2026 in Review

Vanguard Capital Management reduced its Univest Financial (UVSP) stake by 2.4% in Q2 2026, selling an estimated $1.16M and leaving 1,187,660 shares worth $52M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Vanguard Capital Management first reported a position in UVSP in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Vanguard Capital Management held 1,187,660 shares of Univest Financial worth $52M as of Q2 2026.
  • Vanguard Capital Management sold 29,683 Univest Financial shares in Q2 2026, an estimated $1.16M.
  • Univest Financial made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1923 holding.
  • Vanguard Capital Management first reported a position in Univest Financial in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.