Convergence Financial, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2034001
COLUMBIA, MO
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$670,514
+$328,989 QoQ
Shares Held
2,560
+93.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $670,514 | 2,560 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $341,525 | 1,324 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $419,053 | 1,648 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $432,014 | 1,823 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $453,700 | 2,046 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $432,263 | 1,799 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $464,694 | 1,959 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $515,010 | 2,362 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||