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Synergy Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Synergy Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Sell
21,448
-76
-0.4% -$5.65K 1.16% 20
2025
Q4 		$1.56M Sell
21,524
-552
-3% -$40.2K 1.1% 20
2025
Q3 		$1.62M Buy
22,076
+576
+3% +$41.4K 1.09% 20
2025
Q2 		$1.5M Sell
21,500
-224
-1% -$14.7K 1.11% 20
2025
Q1 		$1.4M Buy
21,724
+4,620
+27% +$310K 1.26% 19
2024
Q4 		$1.13M Buy
17,104
+1,528
+10% +$104K 0.94% 25
2024
Q3 		$1.03M Buy
15,576
+620
+4% +$38.9K 0.98% 23
2024
Q2 		$905K Buy
14,956
+3,696
+33% +$225K 0.95% 26
2024
Q1 		$703K Buy
11,260
+3,436
+44% +$203K 0.79% 31
2023
Q4 		$455K Buy
7,824
+856
+12% +$45.7K 0.56% 43
2023
Q3 		$363K Buy
6,968
+1,600
+30% +$87.7K 0.51% 45
2023
Q2 		$295K Buy
5,368
+20
+0.4% +$1.05K 0.4% 56
2023
Q1 		$282K Buy
+5,348
New +$285K 0.46% 54
2022
Q1 		– Sell
-3,356
Closed -$214K – 102
2021
Q4 		$214K Buy
+3,356
New +$210K 0.19% 100

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Synergy Financial Group reduced its Vanguard Mid-Cap ETF (VO) stake by 0.35% in Q1 2026, selling an estimated $5.65K and leaving 21,448 shares worth $1.54M. The position accounts for 1.16% of the portfolio, ranked #20.

Synergy Financial Group first reported a position in VO in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.62M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Synergy Financial Group held 21,448 shares of Vanguard Mid-Cap ETF worth $1.54M as of Q1 2026.
  • Synergy Financial Group sold 76 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $5.65K.
  • Vanguard Mid-Cap ETF made up 1.16% of Synergy Financial Group's portfolio in Q1 2026, its #20 holding.
  • Synergy Financial Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Synergy Financial Group's Vanguard Mid-Cap ETF position peaked at $1.62M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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