Convergence Financial’s Vanguard Morningstar 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 Q2	$627K	Sell	2,069 -491	-19%	-$141K	0.05%	153
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Convergence Financial's VB Position: Q2 2026 in Review

Convergence Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q2 2026, selling an estimated $141K and leaving 2,069 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #153.

Convergence Financial first reported a position in VB in Q2 2024 and has held it in 9 quarters since. The position peaked at $689K in Q1 2026. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Convergence Financial held 2,069 shares of Vanguard Morningstar Small-Cap ETF worth $627K as of Q2 2026.
Convergence Financial sold 491 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $141K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #153 holding.
Convergence Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Convergence Financial's Vanguard Morningstar Small-Cap ETF position peaked at $689K in Q1 2026.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.