Convergence Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Convergence Financial’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.8M	Sell	32,489 -1,579	-5%	-$133K	0.22%	65
2026 Q1	$2.48M	Buy	34,068 +16,200	+91%	+$1.26M	0.26%	60
2025 Q4	$1.45M	Buy	17,868 +1,746	+11%	+$142K	0.21%	65
2025 Q3	$1.29M	Sell	16,122 -600	-4%	-$45.9K	0.19%	69
2025 Q2	$1.22M	Buy	16,722 +288	+2%	+$19K	0.21%	67
2025 Q1	$1.02M	Buy	16,434 +1,848	+13%	+$125K	0.2%	67
2024 Q4	$998K	Sell	14,586 -492	-3%	-$33.1K	0.2%	58
2024 Q3	$965K	Sell	15,078 -2,904	-16%	-$180K	0.2%	61
2024 Q2	$1.12M	Buy	+17,982	New	+$1.05M	0.3%	44

Other funds holding VUG

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

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Convergence Financial's VUG Position: Q2 2026 in Review

Convergence Financial reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.6% in Q2 2026, selling an estimated $133K and leaving 32,489 shares worth $2.8M. The position accounts for 0.22% of the portfolio, ranked #65.

Convergence Financial first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Convergence Financial held 32,489 shares of Vanguard Morningstar Growth ETF worth $2.8M as of Q2 2026.
Convergence Financial sold 1,579 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $133K.
Vanguard Morningstar Growth ETF made up 0.22% of Convergence Financial's portfolio in Q2 2026, its #65 holding.
Convergence Financial first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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