Synergy Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$395K	Buy	+6,157	New	+$406K	0.3%	73

Other funds holding VEA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Synergy Financial Group opened a new position in Vanguard FTSE Developed Markets ETF (VEA) in Q1 2026: 6,157 shares worth $395K. The stake represents 0.3% of the portfolio and ranks #73 among its holdings.

2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Synergy Financial Group held 6,157 shares of Vanguard FTSE Developed Markets ETF worth $395K as of Q1 2026.
Vanguard FTSE Developed Markets ETF was a new Synergy Financial Group position in Q1 2026.
Vanguard FTSE Developed Markets ETF made up 0.3% of Synergy Financial Group's portfolio in Q1 2026, its #73 holding.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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