Convergence Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Convergence Financial’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$689K	Buy	2,560 +1,236	+93%	+$334K	0.07%	131
2025 Q4	$342K	Sell	1,324 -324	-20%	-$83K	0.05%	153
2025 Q3	$419K	Sell	1,648 -175	-10%	-$43.4K	0.06%	132
2025 Q2	$432K	Sell	1,823 -223	-11%	-$49.7K	0.07%	126
2025 Q1	$454K	Buy	2,046 +247	+14%	+$59K	0.09%	103
2024 Q4	$432K	Sell	1,799 -160	-8%	-$39.4K	0.09%	101
2024 Q3	$465K	Sell	1,959 -403	-17%	-$91.6K	0.1%	95
2024 Q2	$515K	Buy	+2,362	New	+$519K	0.14%	89

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Convergence Financial's VB Position: Q1 2026 in Review

Convergence Financial increased its Vanguard Small-Cap ETF (VB) stake by 93% in Q1 2026, buying an estimated $334K and bringing the position to 2,560 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #131.

Convergence Financial first reported a position in VB in Q2 2024 and has held it in 8 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Convergence Financial held 2,560 shares of Vanguard Small-Cap ETF worth $689K as of Q1 2026.
Convergence Financial bought 1,236 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $334K.
Vanguard Small-Cap ETF made up 0.07% of Convergence Financial's portfolio in Q1 2026, its #131 holding.
Convergence Financial first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.