Convergence Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Other funds holding VO
Convergence Financial's VO Position: Q1 2026 in Review
Convergence Financial increased its Vanguard Mid-Cap ETF (VO) stake by 340% in Q1 2026, buying an estimated $1.02M and bringing the position to 17,824 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #136.
Convergence Financial first reported a position in VO in Q2 2024 and has held it in 8 quarters since. The position peaked at $775K in Q3 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Convergence Financial held 17,824 shares of Vanguard Mid-Cap ETF worth $616K as of Q1 2026.
- Convergence Financial bought 13,772 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.02M.
- Vanguard Mid-Cap ETF made up 0.07% of Convergence Financial's portfolio in Q1 2026, its #136 holding.
- Convergence Financial first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
- Convergence Financial's Vanguard Mid-Cap ETF position peaked at $775K in Q3 2024.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.