Convergence Financial, LLC VUSB — VANGUARD BD INDEX FDS

Ownership history in Convergence Financial, LLC  ·  6 quarters on record

AI Ownership Summary

Convergence Financial, LLC reported VANGUARD BD INDEX FDS (VUSB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2026 Q1. The latest visible filing shows VUSB at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Convergence Financial, LLC's position in VANGUARD BD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VUSB was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VUSB stock page Convergence Financial, LLC fund profile Convergence Financial, LLC full holdings
How Convergence Financial, LLC held VUSB — position size vs. price
% of Fund (quarterly)    VUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 92,682 +88,324 +2026.7% 0.49% $4.6M 2026-05-11 $49.70
2025 Q4 ADDED — — — 4,358 +245 +6.0% 0.03% $217K 2026-02-11 $49.40
2025 Q3 REDUCED 77.4% +1.1% ❌ 4,113 -14,120 -77.4% 0.03% $206K 2025-11-10 $48.80
2025 Q2 REDUCED 57.9% +1.4% ❌ 18,233 -25,100 -57.9% 0.16% $909K 2025-08-06 $48.17
2025 Q1 ADDED — — — 43,333 +21,574 +99.1% 0.42% $2.2M 2025-04-25 $47.42
2024 Q4 INITIATED — — — 21,759 — — 0.22% $1.1M 2025-02-05 $46.94

🏢 Other funds also holding VUSB

As of 2026 Q1 — sorted by position size

Calder Financial LLC 16.27% ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 15.34% Avion Wealth 3Y 14.73% Pacific Center for Financial Services 3Y 7Y 14.19% Bramshill Investments, LLC 3Y 7Y 13.3% Fortitude Advisory Group L.L.C. 3Y 12.28% Global Wealth Management, LLC 11.95% KITCHING PARTNERS, LLC 10.9% Red Wave Investments LLC 3Y 9.82% McClarren Financial Advisors, Inc. 3Y 9.13%

FAQ About Convergence Financial, LLC and VUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Convergence Financial, LLC reported owning VUSB?

Convergence Financial, LLC reported VUSB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VUSB position in Convergence Financial, LLC's portfolio?

The largest reported portfolio weight for VUSB was 0.49% in 2026 Q1.

What is the latest reported VUSB position on this page?

The most recent filing on this page is 2026 Q1, when Convergence Financial, LLC reported 92,682 shares, equal to 0.49% of portfolio, with an estimated market value of $4.6M.

What does the chart on this VUSB ownership page compare?

The chart compares Convergence Financial, LLC's quarterly VUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Convergence Financial, LLC time their VUSB position?

Based on 13F filing dates vs. subsequent VUSB price moves, Convergence Financial, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on VUSB relative to SPY over the holding period was +7.4%.

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