Convergence Financial’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Other funds holding VTV
EWA
Convergence Financial's VTV Position: Q1 2026 in Review
Convergence Financial increased its Vanguard Value ETF (VTV) stake by 49% in Q1 2026, buying an estimated $294K and bringing the position to 4,478 shares worth $881K. The position accounts for 0.09% of the portfolio, ranked #109.
Convergence Financial first reported a position in VTV in Q2 2024 and has held it in 8 quarters since. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.
- Convergence Financial held 4,478 shares of Vanguard Value ETF worth $881K as of Q1 2026.
- Convergence Financial bought 1,467 Vanguard Value ETF shares in Q1 2026, an estimated $294K.
- Vanguard Value ETF made up 0.09% of Convergence Financial's portfolio in Q1 2026, its #109 holding.
- Convergence Financial first reported a position in Vanguard Value ETF in Q2 2024 and has held it in 8 quarters since.
- 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.
Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.