Convergence Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Convergence Financial’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$504K	Sell	2,130 -3,586	-63%	-$823K	0.04%	175
2026 Q1	$1.23M	Buy	5,716 +2,857	+100%	+$637K	0.13%	87
2025 Q4	$628K	Sell	2,859 -2	-0.1%	-$437	0.09%	109
2025 Q3	$617K	Buy	2,861 +20	+0.7%	+$4.2K	0.09%	111
2025 Q2	$581K	Buy	2,841 +96	+3%	+$18.6K	0.1%	104
2025 Q1	$532K	Sell	2,745 -135	-5%	-$26.8K	0.1%	95
2024 Q4	$564K	Sell	2,880 -184	-6%	-$36.7K	0.11%	84
2024 Q3	$607K	Sell	3,064 -631	-17%	-$120K	0.13%	82
2024 Q2	$674K	Buy	3,695 +1,981	+116%	+$357K	0.18%	73
2024 Q1	$313K	Buy	1,714 +110	+7%	+$19.3K	0.13%	42
2023 Q4	$273K	Sell	1,604 -136	-8%	-$21.9K	0.12%	33
2023 Q3	$270K	Buy	1,740 +8	+0.5%	+$1.3K	0.16%	26
2023 Q2	$281K	Sell	1,732 -128	-7%	-$20K	0.17%	26
2023 Q1	$286K	Buy	1,860 +130	+8%	+$19.9K	0.21%	22
2022 Q4	$263K	Hold	1,730	–	–	0.23%	23
2022 Q3	$234K	Hold	1,730	–	–	0.26%	19
2022 Q2	$248K	Hold	1,730	–	–	0.26%	20
2022 Q1	$280K	Sell	1,730 -6	-0.3%	-$968	0.3%	20
2021 Q4	$298K	Buy	+1,736	New	+$286K	0.31%	21

Other funds holding VIG

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Convergence Financial's VIG Position: Q2 2026 in Review

Convergence Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 63% in Q2 2026, selling an estimated $823K and leaving 2,130 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #175.

Convergence Financial first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Convergence Financial held 2,130 shares of Vanguard Dividend Appreciation ETF worth $504K as of Q2 2026.
Convergence Financial sold 3,586 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $823K.
Vanguard Dividend Appreciation ETF made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #175 holding.
Convergence Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Convergence Financial's Vanguard Dividend Appreciation ETF position peaked at $1.23M in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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