Synergy Asset Management’s Vanguard Morningstar 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 Q2	$280K	Sell	914 -7	-0.8%	-$2.02K	0.03%	223
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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

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

Synergy Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.76% in Q2 2026, selling an estimated $2.02K and leaving 914 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #223.

Synergy Asset Management first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $890K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Synergy Asset Management held 914 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $280K as of Q2 2026.
Synergy Asset Management sold 7 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.02K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #223 holding.
Synergy Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Synergy Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $890K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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