STOCK TITAN

Vanguard holds 1.42M Univest shares (UVSP) — 5.07% disclosed 04/30/2026

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Capital Management reports beneficial ownership of 1,424,911 shares of Univest Financial Corp common stock, representing 5.07% of the class. The filing shows sole voting power for 207,568 shares and sole dispositive power for 1,424,911 shares as disclosed on 04/30/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a >5% passive stake in Univest (1,424,911 shares).

Vanguard Capital Management reports beneficial ownership of 1,424,911 shares, equal to 5.07% of Univest Financial Corp common stock. The position includes sole dispositive power over all reported shares and sole voting power for 207,568 shares.

Because this is a Schedule 13G disclosure, the position is presented as passive; subsequent changes will appear in amended filings if ownership or intent changes.

Report meets Section 13 reporting thresholds and attributes holdings across Vanguard affiliates.

The submission states that the holdings reflect securities over which Vanguard affiliates exercise dispositive power and references SEC Release No. 34-39538. It also confirms no single third party holds >5% of the reported stake.

Investors should note the form type and that governance or voting arrangements are limited to the disclosed voting power figures.

Beneficial ownership 1,424,911 shares Reported on Schedule 13G
Percent of class 5.07% Percent of Univest common stock
Sole voting power 207,568 shares Sole power to vote or direct the vote
Sole dispositive power 1,424,911 shares Sole power to dispose or direct disposition
Signature date 04/30/2026 Date filing was signed
Schedule 13G regulatory
"Name of form indicated as Schedule 13G in filing header"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficial ownership financial
"Amount beneficially owned: 1424911 (b) Percent of class: 5.07 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 1424911"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
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915271100

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026

FAQ

What stake does Vanguard Capital Management hold in Univest Financial Corp (UVSP)?

Vanguard reports ownership of 1,424,911 shares, or 5.07%. The Schedule 13G shows sole dispositive power for 1,424,911 shares and sole voting power for 207,568 shares, with the filing signed on 04/30/2026.

Does the Schedule 13G indicate Vanguard controls Univest voting decisions?

No; the filing shows limited voting power relative to dispositional power. Vanguard reports sole voting power for 207,568 shares while holding dispositive power over 1,424,911 shares, indicating voting and dispositive powers differ.

Why was a Schedule 13G filed for UVSP by Vanguard Capital Management?

Because the reported holding exceeds the 5% threshold. The filing discloses passive beneficial ownership of 5.07% (1,424,911 shares) consistent with Section 13 reporting requirements for institutional investors.

Who signed the Schedule 13G for Vanguard and when?

The filing was signed by Ashley Grim, Head of Global Fund Administration, on 04/30/2026. The signature accompanies the disclosure of ownership and voting/dispositive power figures in the filing.