Synergy Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Synergy Financial Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$444K	Sell	1,696 -447	-21%	-$121K	0.33%	64
2025 Q4	$553K	Buy	2,143 +6	+0.3%	+$1.54K	0.39%	52
2025 Q3	$543K	Buy	2,137 +13	+0.6%	+$3.22K	0.37%	55
2025 Q2	$503K	Sell	2,124 -33	-2%	-$7.36K	0.37%	50
2025 Q1	$478K	Buy	2,157 +209	+11%	+$49.9K	0.43%	50
2024 Q4	$468K	Buy	1,948 +24	+1%	+$5.91K	0.39%	50
2024 Q3	$456K	Buy	1,924 +25	+1%	+$5.68K	0.43%	46
2024 Q2	$414K	Buy	1,899 +322	+20%	+$70.7K	0.43%	44
2024 Q1	$360K	Buy	+1,577	New	+$339K	0.41%	53

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Synergy Financial Group's VB Position: Q1 2026 in Review

Synergy Financial Group reduced its Vanguard Small-Cap ETF (VB) stake by 21% in Q1 2026, selling an estimated $121K and leaving 1,696 shares worth $444K. The position accounts for 0.33% of the portfolio, ranked #64.

Synergy Financial Group first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $553K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Synergy Financial Group held 1,696 shares of Vanguard Small-Cap ETF worth $444K as of Q1 2026.
Synergy Financial Group sold 447 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $121K.
Vanguard Small-Cap ETF made up 0.33% of Synergy Financial Group's portfolio in Q1 2026, its #64 holding.
Synergy Financial Group first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Synergy Financial Group's Vanguard Small-Cap ETF position peaked at $553K in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.