Vanguard Portfolio Management
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Vanguard Portfolio Management’s Univest Financial UVSP Stock Holding History

Vanguard Portfolio 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 		$13.9M Buy
317,908
+39,417
+14% +$1.54M ﹤0.01% 2094
2026
Q1 		$9.54M Buy
+278,491
New +$9.42M ﹤0.01% 2128

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

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

Vanguard Portfolio Management increased its Univest Financial (UVSP) stake by 14% in Q2 2026, buying an estimated $1.54M and bringing the position to 317,908 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Vanguard Portfolio 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 Portfolio Management held 317,908 shares of Univest Financial worth $13.9M as of Q2 2026.
  • Vanguard Portfolio Management bought 39,417 Univest Financial shares in Q2 2026, an estimated $1.54M.
  • Univest Financial made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2094 holding.
  • Vanguard Portfolio 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 Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.