Synergy Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Synergy Asset Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.73M	Buy	2,513 +180	+8%	+$120K	0.16%	89
2026 Q1	$1.39M	Sell	2,333 -689	-23%	-$431K	0.15%	103
2025 Q4	$1.9M	Sell	3,022 -5,662	-65%	-$3.52M	0.2%	78
2025 Q3	$5.12M	Buy	8,684 +6,432	+286%	+$3.79M	0.19%	78
2025 Q2	$1.28M	Buy	2,252 +714	+46%	+$375K	0.15%	85
2025 Q1	$790K	Buy	1,538 +1,303	+554%	+$704K	0.1%	101
2024 Q4	$124K	Buy	+235	New	+$127K	0.01%	222

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Synergy Asset Management's VOO Position: Q2 2026 in Review

Synergy Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.7% in Q2 2026, buying an estimated $120K and bringing the position to 2,513 shares worth $1.73M. The position accounts for 0.16% of the portfolio, ranked #89.

Synergy Asset Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.12M in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Synergy Asset Management held 2,513 shares of Vanguard S&P 500 ETF worth $1.73M as of Q2 2026.
Synergy Asset Management bought 180 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $120K.
Vanguard S&P 500 ETF made up 0.16% of Synergy Asset Management's portfolio in Q2 2026, its #89 holding.
Synergy Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Synergy Asset Management's Vanguard S&P 500 ETF position peaked at $5.12M in Q3 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.