Convergence Financial’s Vanguard Information Technology ETF VGT Stock Holding History

Convergence Financial’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.78M	Buy	23,072 +12,936	+128%	+$1.19M	0.19%	72
2025 Q4	$955K	Hold	10,136	–	–	0.14%	82
2025 Q3	$946K	Hold	10,136	–	–	0.14%	90
2025 Q2	$840K	Sell	10,136 -1,040	-9%	-$75.6K	0.14%	85
2025 Q1	$758K	Sell	11,176 -152	-1%	-$11.5K	0.15%	78
2024 Q4	$880K	Hold	11,328	–	–	0.18%	64
2024 Q3	$831K	Hold	11,328	–	–	0.18%	67
2024 Q2	$816K	Buy	11,328 +248	+2%	+$16.5K	0.22%	61
2024 Q1	$726K	Sell	11,080 -456	-4%	-$28.9K	0.3%	26
2023 Q4	$698K	Sell	11,536 -9,448	-45%	-$526K	0.31%	20
2023 Q3	$1.09M	Sell	20,984 -328	-2%	-$17.8K	0.65%	16
2023 Q2	$1.18M	Hold	21,312	–	–	0.72%	14
2023 Q1	$1.03M	Hold	21,312	–	–	0.76%	13
2022 Q4	$851K	Buy	21,312 +4,800	+29%	+$196K	0.75%	13
2022 Q3	$634K	Sell	16,512 -2,256	-12%	-$99.2K	0.7%	11
2022 Q2	$766K	Sell	18,768 -11,936	-39%	-$538K	0.79%	11
2022 Q1	$1.6M	Buy	30,704 +2,680	+10%	+$138K	1.71%	8
2021 Q4	$1.6M	Buy	+28,024	New	+$1.54M	1.67%	10

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Convergence Financial's VGT Position: Q1 2026 in Review

Convergence Financial increased its Vanguard Information Technology ETF (VGT) stake by 128% in Q1 2026, buying an estimated $1.19M and bringing the position to 23,072 shares worth $1.78M. The position accounts for 0.19% of the portfolio, ranked #72.

Convergence Financial first reported a position in VGT in Q4 2021 and has held it in 18 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Convergence Financial held 23,072 shares of Vanguard Information Technology ETF worth $1.78M as of Q1 2026.
Convergence Financial bought 12,936 Vanguard Information Technology ETF shares in Q1 2026, an estimated $1.19M.
Vanguard Information Technology ETF made up 0.19% of Convergence Financial's portfolio in Q1 2026, its #72 holding.
Convergence Financial first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 18 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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