Convergence Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Convergence Financial’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$542K	Sell	6,726 -11,098	-62%	-$860K	0.04%	166
2026 Q1	$616K	Buy	17,824 +13,772	+340%	+$1.02M	0.07%	136
2025 Q4	$294K	Sell	4,052 -1,268	-24%	-$92.2K	0.04%	161
2025 Q3	$391K	Sell	5,320 -232	-4%	-$16.7K	0.06%	139
2025 Q2	$388K	Sell	5,552 -1,080	-16%	-$70.9K	0.07%	136
2025 Q1	$429K	Buy	6,632 +352	+6%	+$23.6K	0.08%	111
2024 Q4	$415K	Sell	6,280 -5,476	-47%	-$372K	0.08%	106
2024 Q3	$775K	Buy	11,756 +2,184	+23%	+$137K	0.16%	72
2024 Q2	$579K	Buy	+9,572	New	+$582K	0.15%	80

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Convergence Financial's VO Position: Q2 2026 in Review

Convergence Financial reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 62% in Q2 2026, selling an estimated $860K and leaving 6,726 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #166.

Convergence Financial first reported a position in VO in Q2 2024 and has held it in 9 quarters since. The position peaked at $775K in Q3 2024. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Convergence Financial held 6,726 shares of Vanguard Morningstar Mid-Cap ETF worth $542K as of Q2 2026.
Convergence Financial sold 11,098 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $860K.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #166 holding.
Convergence Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Convergence Financial's Vanguard Morningstar Mid-Cap ETF position peaked at $775K in Q3 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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