Convergence Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Convergence Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Sell	1,732 -72	-4%	-$48K	0.09%	113
2026 Q1	$1.09M	Buy	1,804 +968	+116%	+$605K	0.12%	95
2025 Q4	$524K	Buy	836 +63	+8%	+$39.2K	0.08%	120
2025 Q3	$473K	Hold	773	–	–	0.07%	126
2025 Q2	$439K	Sell	773 -118	-13%	-$62K	0.08%	122
2025 Q1	$458K	Buy	891 +21	+2%	+$11.4K	0.09%	101
2024 Q4	$469K	Buy	870 +112	+15%	+$60.7K	0.09%	96
2024 Q3	$400K	Buy	758 +36	+5%	+$18.3K	0.09%	103
2024 Q2	$361K	Buy	+722	New	+$347K	0.1%	111

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Convergence Financial's VOO Position: Q2 2026 in Review

Convergence Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2026, selling an estimated $48K and leaving 1,732 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #113.

Convergence Financial first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Convergence Financial held 1,732 shares of Vanguard S&P 500 ETF worth $1.19M as of Q2 2026.
Convergence Financial sold 72 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $48K.
Vanguard S&P 500 ETF made up 0.09% of Convergence Financial's portfolio in Q2 2026, its #113 holding.
Convergence Financial first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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