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Synergy Financial Group’s Vanguard Morningstar 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
Q2 		$1.39M Sell
17,300
-4,148
-19% -$322K 1% 23
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Synergy Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q2 2026, selling an estimated $322K and leaving 17,300 shares worth $1.39M. The position accounts for 1% of the portfolio, ranked #23.

Synergy Financial Group first reported a position in VO in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.62M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Synergy Financial Group held 17,300 shares of Vanguard Morningstar Mid-Cap ETF worth $1.39M as of Q2 2026.
  • Synergy Financial Group sold 4,148 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $322K.
  • Vanguard Morningstar Mid-Cap ETF made up 1% of Synergy Financial Group's portfolio in Q2 2026, its #23 holding.
  • Synergy Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Synergy Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.62M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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