Convergence Financial’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Convergence Financial's VUG Position: Q1 2026 in Review

Convergence Financial increased its Vanguard Growth ETF (VUG) stake by 91% in Q1 2026, buying an estimated $1.26M and bringing the position to 34,068 shares worth $2.48M. The position accounts for 0.26% of the portfolio, ranked #60.

Convergence Financial first reported a position in VUG in Q2 2024 and has held it in 8 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Convergence Financial held 34,068 shares of Vanguard Growth ETF worth $2.48M as of Q1 2026.
Convergence Financial bought 16,200 Vanguard Growth ETF shares in Q1 2026, an estimated $1.26M.
Vanguard Growth ETF made up 0.26% of Convergence Financial's portfolio in Q1 2026, its #60 holding.
Convergence Financial first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 8 quarters since.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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