A detailed history of Convergence Financial, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Convergence Financial, LLC holds 703 shares of VBK stock, worth $205,072. This represents 0.03% of its overall portfolio holdings.

Number of Shares
703
Previous 960 26.77%
Holding current value
$205,072
Previous $266 Million 21.34%
% of portfolio
0.03%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$276.51 - $305.12 $71,063 - $78,415
-257 Reduced 26.77%
703 $209 Million
Q2 2025

Aug 05, 2025

BUY
$219.76 - $276.94 $5,274 - $6,646
24 Added 2.56%
960 $266 Million
Q1 2025

Apr 24, 2025

SELL
$247.97 - $296.33 $1,239 - $1,481
-5 Reduced 0.53%
936 $236 Million
Q4 2024

Feb 04, 2025

SELL
$264.18 - $304.19 $3,962 - $4,562
-15 Reduced 1.57%
941 $264 Million
Q3 2024

Oct 23, 2024

SELL
$240.48 - $267.94 $19,719 - $21,971
-82 Reduced 7.9%
956 $256 Million
Q2 2024

Oct 23, 2024

BUY
$237.63 - $258.31 $246,659 - $268,125
1,038 New
1,038 $260 Million

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.