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UVSP · UNIVEST FINANCIAL Corp

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$43.16 +0.19 (+0.44%) At close · Aug 14
Market Cap
$1.19B
Shares
27.58M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding UVSP

237 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 871,191 $29,847,004 0.00%
Small Cap Core Fund 764,630 $29,048,294 1.45%
Avantis U.S. Small Cap Value ETF 683,453 $26,955,386 0.10%
iShares Russell 2000 ETF 708,723 $24,280,850 0.03%
U.S. SMALL CAP VALUE PORTFOLIO 415,476 $15,783,933 0.08%
U.S. Targeted Value Portfolio 331,684 $12,600,675 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 317,751 $10,886,149 0.01%
Fidelity Small Cap Index Fund 277,874 $10,556,433 0.03%
Select Banking Portfolio 241,559 $9,527,087 2.11%
Fidelity Series Small Cap Core Fund 243,308 $9,243,271 0.57%
iShares Russell 2000 Value ETF 243,557 $8,344,263 0.07%
Dimensional U.S. Targeted Value ETF 187,877 $7,137,447 0.05%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 202,845 $6,949,470 0.19%
BlackRock Advantage Small Cap Core Fund 166,566 $6,569,363 0.12%
Dimensional US Small Cap Value ETF 154,415 $5,866,226 0.08%
Fidelity Extended Market Index Fund 148,726 $5,865,753 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 144,412 $5,695,609 0.03%
Schwab U.S. Small-Cap ETF 137,339 $5,416,650 0.02%
U.S. SMALL CAP PORTFOLIO 124,498 $4,729,679 0.02%
Small Cap Core Trust 131,925 $4,519,751 1.57%
EA Bridgeway Omni Small-Cap Value ETF 130,764 $4,479,975 0.22%
Strategic Advisers Fidelity U.S. Total Stock Fund 109,560 $4,321,046 0.00%
U.S. MICRO CAP PORTFOLIO 104,313 $3,962,851 0.05%
Dimensional U.S. Small Cap ETF 92,454 $3,512,327 0.03%
Omni Small-Cap Value Fund 100,137 $3,430,694 0.29%
Hotchkis and Wiley Small Cap Diversified Value Fund 71,570 $3,131,188 0.34%
College Retirement Equities Fund - Total Global Stock Account 89,901 $3,080,008 0.00%
Dimensional U.S. Core Equity 2 ETF 70,523 $2,679,169 0.01%
Fidelity Small-Mid Multifactor ETF 67,068 $2,547,913 0.11%
Avantis U.S. Small Cap Equity ETF 64,086 $2,527,552 0.09%
PGIM Quant Solutions Small-Cap Value Fund 65,300 $2,480,747 0.60%
iShares Micro-Cap ETF 70,873 $2,428,109 0.20%
Schwab Small-Cap Index Fund 61,200 $2,324,988 0.03%
Fidelity Total Market Index Fund 53,490 $2,109,646 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 51,189 $1,944,670 0.01%
SmallCap Value Fund II 49,623 $1,885,178 0.15%
VANGUARD FINANCIALS INDEX FUND 46,074 $1,817,159 0.01%
SIMT Small Cap Fund 50,654 $1,735,406 0.39%
U.S. CORE EQUITY 1 PORTFOLIO 45,663 $1,734,737 0.00%
Fidelity Series Total Market Index Fund 43,167 $1,702,506 0.00%
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund 48,289 $1,654,381 0.83%
Principal U.S. Small-Cap ETF 37,811 $1,654,231 0.07%
Master Small Cap Index Series 45,400 $1,555,404 0.03%
Destinations Small-Mid Cap Equity Fund 37,176 $1,466,221 0.20%
Pzena Small Cap Value Fund 36,595 $1,443,307 1.54%
Royce Capital Fund - Small-Cap Portfolio 31,820 $1,392,125 0.75%
iShares Core S&P Total U.S. Stock Market ETF 40,542 $1,388,969 0.00%
NORTH SQUARE DYNAMIC SMALL CAP FUND 34,634 $1,365,965 0.17%
Nuveen Small Cap Blend Index Fund 35,576 $1,351,532 0.03%
AST Small-Cap Equity Portfolio 38,642 $1,323,875 0.07%
Showing 1–50 of 237 positions
Key facts CIK 102212 CUSIP 915271100 13F (30d) 228 filings 206 filers Visit website Investor relations

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