Synergy Financial Group’s Vanguard Morningstar 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 Q2	$518K	Buy	1,710 +14	+0.8%	+$4.01K	0.37%	54
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Synergy Financial Group's VB Position: Q2 2026 in Review

Synergy Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.83% in Q2 2026, buying an estimated $4.01K and bringing the position to 1,710 shares worth $518K. The position accounts for 0.37% of the portfolio, ranked #54.

Synergy Financial Group first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $553K in Q4 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Synergy Financial Group held 1,710 shares of Vanguard Morningstar Small-Cap ETF worth $518K as of Q2 2026.
Synergy Financial Group bought 14 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.01K.
Vanguard Morningstar Small-Cap ETF made up 0.37% of Synergy Financial Group's portfolio in Q2 2026, its #54 holding.
Synergy Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Synergy Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $553K in Q4 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.