Synergy Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
Other funds holding VOE
EWA
Synergy Asset Management's VOE Position: Q2 2026 in Review
Synergy Asset Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.4% in Q2 2026, selling an estimated $106K and leaving 5,291 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #118.
Synergy Asset Management first reported a position in VOE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.32M in Q3 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Synergy Asset Management held 5,291 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.05M as of Q2 2026.
- Synergy Asset Management sold 550 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $106K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Synergy Asset Management's portfolio in Q2 2026, its #118 holding.
- Synergy Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
- Synergy Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.32M in Q3 2025.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.