Convergence Financial’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Convergence Financial’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$225K	Sell	3,180 -3,126	-50%	-$224K	0.03%	248
2026 Q2	$449K	Buy	6,306 +500	+9%	+$34.8K	0.04%	181
2026 Q1	$372K	Buy	+5,806	New	+$383K	0.04%	169

Other funds holding VEA

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Convergence Financial's VEA Position: Q3 2026 in Review

Convergence Financial reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 50% in Q3 2026, selling an estimated $224K and leaving 3,180 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #248.

Convergence Financial first reported a position in VEA in Q1 2026 and has held it in 3 quarters since. The position peaked at $449K in Q2 2026. 1,250 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

Convergence Financial held 3,180 shares of Vanguard FTSE Developed Markets ETF worth $225K as of Q3 2026.
Convergence Financial sold 3,126 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $224K.
Vanguard FTSE Developed Markets ETF made up 0.03% of Convergence Financial's portfolio in Q3 2026, its #248 holding.
Convergence Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2026 and has held it in 3 quarters since.
Convergence Financial's Vanguard FTSE Developed Markets ETF position peaked at $449K in Q2 2026.
1,250 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.