Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNIVEST FINANCIAL CORP | 02-06-2024 | 12-31-2023 | 204 | 338,137,626 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 1 | $42,365,021 | 730,936 | 0.01 | 0.01 | -8,158 | -1.10 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $24,078,163 | 55,124 | 0.01 | 0.01 | 46 | 0.08 | 12-31-2023 |
| APPLE INC | COM | 3 | $13,998,279 | 72,707 | 0.00 | 0.00 | -7,221 | -9.03 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $12,662,019 | 33,672 | 0.00 | 0.00 | -3,742 | -10.00 | 12-31-2023 |
