Vanguard reports 1.42M shares (5.07%) of Univest Financial

Vanguard Capital Management reports beneficial ownership of 1,424,911 shares of Univest Financial Corp common stock, representing 5.07% of the class.

Accepted by SEC EDGAR 04/30/2026 - 02:38 PM EDT Learn about SEC filing dates

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.

Insights

Institutional Ownership Analyst

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.

Securities Compliance Counsel

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.

Key Figures

Beneficial ownership: 1,424,911 shares Percent of class: 5.07% Sole voting power: 207,568 shares +2 more

5 metrics

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

Key Terms

Schedule 13G, beneficial ownership, sole dispositive power

3 terms

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Univest Financial Corp

(Name of Issuer)

Common Stock

(Title of Class of Securities)

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

CUSIP Number(s): 915271100

1

Names of Reporting Persons

Vanguard Capital Management

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

PENNSYLVANIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 207,568.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,424,911.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,424,911.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.07 %

12

Type of Reporting Person (See Instructions)

IA

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

Item 1.
(a)	Name of issuer: Univest Financial Corp
(b)	Address of issuer's principal executive offices: 14 North Main Street, PO Box 197, Souderton, PA, 18964
Item 2.
(a)	Name of person filing: Vanguard Capital Management
(b)	Address or principal business office or, if none, residence: 100 Vanguard Blvd,, Malvern, PA, 19355
(c)	Citizenship: PA
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 915271100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1424911
(b)	Percent of class: 5.07 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 207568
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1424911
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Vanguard Capital Management, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein.No one other person's interest in the securities reported herein is more than 5%.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Vanguard Capital Management

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