As of the latest SEC filings, UNIVEST FINANCIAL Corp (UVSP) is held by 223 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $29,847,003.66 in market value, representing a significant portion of its portfolio.
Funds holding UNIVEST FINANCIAL Corp (UVSP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UVSP
- CIK:
- 0000102212
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $29,847,003.66 | 871,191 | Mar 31, 2026 | May 28, 2026 |
|
-
Small Cap Core Fund
|
ETF | John Hancock | 1.45% | $29,048,293.70 | 764,630 | Apr 30, 2026 | Jun 25, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $24,280,849.98 | 708,723 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.09% | $20,791,337.60 | 619,712 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $15,783,933.24 | 415,476 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.08% | $12,600,675.16 | 331,684 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $10,886,149.26 | 317,751 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,556,433.26 | 277,874 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSLX
Fidelity Series Small Cap Core Fund
|
MF | Fidelity | 0.57% | $9,243,270.92 | 243,308 | Apr 30, 2026 | Jun 26, 2026 |
|
FSRBX
Select Banking Portfolio
|
MF | Fidelity | 1.90% | $8,600,844.45 | 256,359 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.07% | $8,344,262.82 | 243,557 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $7,856,068.00 | 234,160 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $7,137,447.23 | 187,877 | Apr 30, 2026 | Jun 29, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.19% | $6,949,469.70 | 202,845 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.08% | $5,866,225.85 | 154,415 | Apr 30, 2026 | Jun 29, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.12% | $5,666,360.15 | 168,893 | Feb 27, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $5,035,049.80 | 150,076 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,729,679.02 | 124,498 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $4,725,182.00 | 140,840 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $4,685,123.30 | 139,646 | Feb 28, 2026 | Apr 24, 2026 |
|
JAHBX
Small Cap Core Trust
|
MF | John Hancock | 1.57% | $4,519,750.50 | 131,925 | Mar 31, 2026 | May 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.22% | $4,479,974.64 | 130,764 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $3,962,850.87 | 104,313 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,512,327.46 | 92,454 | Apr 30, 2026 | Jun 29, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.29% | $3,430,693.62 | 100,137 | Mar 31, 2026 | May 21, 2026 |
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