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Convergence Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Convergence Financial’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$954K Buy
2,912
+1,560
+115% +$523K 0.1% 106
2025
Q4 		$453K Buy
1,352
+19
+1% +$6.32K 0.07% 131
2025
Q3 		$438K Sell
1,333
-26
-2% -$8.21K 0.07% 128
2025
Q2 		$413K Sell
1,359
-261
-16% -$73.4K 0.07% 129
2025
Q1 		$445K Buy
1,620
+498
+44% +$145K 0.09% 106
2024
Q4 		$325K Sell
1,122
-4,628
-80% -$1.35M 0.06% 117
2024
Q3 		$1.63M Buy
5,750
+4,975
+642% +$1.36M 0.35% 46
2024
Q2 		$207K Buy
+775
New +$201K 0.05% 143

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Financial's VTI Position: Q1 2026 in Review

Convergence Financial increased its Vanguard Total Stock Market ETF (VTI) stake by 115% in Q1 2026, buying an estimated $523K and bringing the position to 2,912 shares worth $954K. The position accounts for 0.1% of the portfolio, ranked #106.

Convergence Financial first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Convergence Financial held 2,912 shares of Vanguard Total Stock Market ETF worth $954K as of Q1 2026.
  • Convergence Financial bought 1,560 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $523K.
  • Vanguard Total Stock Market ETF made up 0.1% of Convergence Financial's portfolio in Q1 2026, its #106 holding.
  • Convergence Financial first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's Vanguard Total Stock Market ETF position peaked at $1.63M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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