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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
Q2 		$334K Sell
4,686
-1,471
-24% -$102K 0.24% 80
2026
Q1 		$395K Buy
+6,157
New +$406K 0.3% 73

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

Synergy Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 24% in Q2 2026, selling an estimated $102K and leaving 4,686 shares worth $334K. The position accounts for 0.24% of the portfolio, ranked #80.

Synergy Financial Group first reported a position in VEA in Q1 2026 and has held it in 2 quarters since. The position peaked at $395K in Q1 2026. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Synergy Financial Group held 4,686 shares of Vanguard FTSE Developed Markets ETF worth $334K as of Q2 2026.
  • Synergy Financial Group sold 1,471 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $102K.
  • Vanguard FTSE Developed Markets ETF made up 0.24% of Synergy Financial Group's portfolio in Q2 2026, its #80 holding.
  • Synergy Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • Synergy Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $395K in Q1 2026.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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