Univest Financial Corp Vanguard Transaction History

Univest Financial Corp

$1.51 Billion
Q3 2024

A detailed history of Univest Financial Corp transactions in Vanguard stock. As of the latest transaction made, Univest Financial Corp holds 9,097 shares of VGSH stock, worth $528,990. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,097

Holding current value

$528,990

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$57.74 - $59.13 $525,260 - $537,905	9,097 New	9,097 $536,000

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

Morgan Stanley New York, NY

20.6M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$830 Million
0.07% of portfolio
Orgel Wealth Management, LLC

7.17M
Shares

$417 Million
10.99% of portfolio
Goldman Sachs Group Inc New York, NY

6.72M
Shares

$391 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$383 Million
0.03% of portfolio

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