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Synergy Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Synergy Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.36M Buy
7,296
+1,168
+19% +$730K 3.28% 7
2025
Q4 		$3.84M Buy
6,128
+110
+2% +$68.4K 2.7% 9
2025
Q3 		$3.69M Sell
6,018
-149
-2% -$87.8K 2.49% 13
2025
Q2 		$3.5M Buy
6,167
+53
+0.9% +$27.9K 2.58% 13
2025
Q1 		$3.14M Buy
6,114
+1,495
+32% +$808K 2.82% 8
2024
Q4 		$2.49M Buy
4,619
+3,073
+199% +$1.66M 2.08% 14
2024
Q3 		$816K Buy
1,546
+14
+0.9% +$7.12K 0.77% 30
2024
Q2 		$766K Buy
1,532
+190
+14% +$91.4K 0.8% 30
2024
Q1 		$645K Buy
1,342
+6
+0.4% +$2.75K 0.73% 33
2023
Q4 		$584K Sell
1,336
-354
-21% -$145K 0.72% 31
2023
Q3 		$664K Buy
1,690
+27
+2% +$11K 0.93% 29
2023
Q2 		$677K Buy
1,663
+5
+0.3% +$1.93K 0.91% 28
2023
Q1 		$624K Buy
1,658
+158
+11% +$57.9K 1.01% 24
2022
Q4 		$527K Sell
1,500
-18
-1% -$6.36K 1.04% 25
2022
Q3 		$498K Buy
1,518
+9
+0.6% +$3.29K 0.75% 41
2022
Q2 		$523K Buy
1,509
+16
+1% +$6.03K 0.82% 42
2022
Q1 		$620K Buy
1,493
+187
+14% +$76.6K 0.65% 42
2021
Q4 		$570K Buy
+1,306
New +$551K 0.51% 51

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Synergy Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q1 2026, buying an estimated $730K and bringing the position to 7,296 shares worth $4.36M. The position accounts for 3.28% of the portfolio, ranked #7.

Synergy Financial Group first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Synergy Financial Group held 7,296 shares of Vanguard S&P 500 ETF worth $4.36M as of Q1 2026.
  • Synergy Financial Group bought 1,168 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $730K.
  • Vanguard S&P 500 ETF made up 3.28% of Synergy Financial Group's portfolio in Q1 2026, its #7 holding.
  • Synergy Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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