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Disclosery

Convergence Financial, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Convergence Financial, LLC on VUG, newest first. How the timeline and the estimate are built.

Convergence Financial, LLC held 32,489 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,489 shares
    Change vs previous 13F +26,811 shares

    0.22% of the 13F portfolio, value $2,798,690.

    13F-HR 0002034001-26-000004 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,678 shares
    Change vs previous 13F +2,700 shares

    0.26% of the 13F portfolio, value $2,480,528.

    13F-HR 0002034001-26-000003 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,978 shares
    Change vs previous 13F +291 shares

    0.21% of the 13F portfolio, value $1,452,598.

    13F-HR 0002034001-26-000001 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,687 shares
    Change vs previous 13F -100 shares

    0.19% of the 13F portfolio, value $1,288,946.

    13F-HR 0002034001-25-000002 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,787 shares
    Change vs previous 13F +48 shares

    0.21% of the 13F portfolio, value $1,221,971.

    13F-HR 0001085146-25-004551 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,739 shares
    Change vs previous 13F +308 shares

    0.2% of the 13F portfolio, value $1,015,800.

    13F-HR 0001085146-25-002327 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,431 shares
    Change vs previous 13F -82 shares

    0.2% of the 13F portfolio, value $997,907.

    13F-HR 0001085146-25-000767 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,513 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $964,900.

    13F-HR 0001085146-24-005112 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).