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Vanguard Small-Cap Growth ETF shares owned by Convergence Financial

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Vanguard Small-Cap Growth ETF

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All positions including Vanguard Small-Cap Growth ETF held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 703 297.63
2025-06-30 $266k 960 277.08
2025-03-31 $236k 936 251.90

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding Vanguard Small-Cap Growth ETF

Morgan Stanley
Assetmark
Sei Investments
LPL Financial
CI Private Wealth
Wells Fargo & Company
UBS Group
Pnc Financial Services
Cohen Klingenstein
EP Wealth Advisors
Envestnet Asset Management
Mather Group
Jones Financial Companies, L.L
Rsm Us Wealth Management
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF