Convergence Financial’s Vanguard Morningstar 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 Q2	$1.1M	Buy	2,984 +72	+2%	+$25.7K	0.09%	117
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Convergence Financial's VTI Position: Q2 2026 in Review

Convergence Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, buying an estimated $25.7K and bringing the position to 2,984 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #117.

Convergence Financial first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q3 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Convergence Financial held 2,984 shares of Vanguard Morningstar Total Stock Market ETF worth $1.1M as of Q2 2026.
Convergence Financial bought 72 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Convergence Financial's portfolio in Q2 2026, its #117 holding.
Convergence Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Convergence Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $1.63M in Q3 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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