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Synergy Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Synergy Asset Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Hold
921
– – 0.03% 223
2025
Q4 		$257K Sell
921
-2,165
-70% -$620K 0.03% 199
2025
Q3 		$890K Buy
3,086
+2,186
+243% +$631K 0.03% 183
2025
Q2 		$256K Sell
900
-212
-19% -$54.7K 0.03% 163
2025
Q1 		$272K Sell
1,112
-1,112
-50% -$289K 0.03% 150
2024
Q4 		$554K Buy
2,224
+1,112
+100% +$286K 0.04% 149
2024
Q3 		$271K Sell
1,112
-73
-6% -$17K 0.04% 120
2024
Q2 		$272K Buy
1,185
+285
+32% +$65.4K 0.04% 111
2024
Q1 		$212K Buy
+900
New +$202K 0.04% 119

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return