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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Convergence Financial's VOO Position: Q1 2026 in Review

Convergence Financial increased its Vanguard S&P 500 ETF (VOO) stake by 116% in Q1 2026, buying an estimated $605K and bringing the position to 1,804 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #95.

Convergence Financial first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Convergence Financial held 1,804 shares of Vanguard S&P 500 ETF worth $1.09M as of Q1 2026.
  • Convergence Financial bought 968 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $605K.
  • Vanguard S&P 500 ETF made up 0.12% of Convergence Financial's portfolio in Q1 2026, its #95 holding.
  • Convergence Financial first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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