Synergy Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$604K	Buy	4,367 +1,853	+74%	+$267K	0.45%	45
2025 Q4	$355K	Hold	2,514	–	–	0.25%	70
2025 Q3	$346K	Hold	2,514	–	–	0.23%	72
2025 Q2	$323K	Hold	2,514	–	–	0.24%	78
2025 Q1	$291K	Hold	2,514	–	–	0.26%	82
2024 Q4	$295K	Sell	2,514 -32	-1%	-$3.84K	0.25%	76
2024 Q3	$305K	Hold	2,546	–	–	0.29%	65
2024 Q2	$287K	Hold	2,546	–	–	0.3%	63
2024 Q1	$281K	Sell	2,546 -37	-1%	-$3.91K	0.32%	65
2023 Q4	$266K	Sell	2,583 -111	-4%	-$10.7K	0.33%	67
2023 Q3	$251K	Hold	2,694	–	–	0.35%	66
2023 Q2	$261K	Hold	2,694	–	–	0.35%	64
2023 Q1	$248K	Hold	2,694	–	–	0.4%	64
2022 Q4	$232K	Sell	2,694 -230	-8%	-$19.6K	0.46%	65
2022 Q3	$231K	Sell	2,924 -57	-2%	-$5.01K	0.35%	77
2022 Q2	$254K	Hold	2,981	–	–	0.4%	69
2022 Q1	$302K	Hold	2,981	–	–	0.32%	73
2021 Q4	$320K	Buy	+2,981	New	+$317K	0.29%	78

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Synergy Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 74% in Q1 2026, buying an estimated $267K and bringing the position to 4,367 shares worth $604K. The position accounts for 0.45% of the portfolio, ranked #45.

Synergy Financial Group first reported a position in VT in Q4 2021 and has held it in 18 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Synergy Financial Group held 4,367 shares of Vanguard Total World Stock ETF worth $604K as of Q1 2026.
Synergy Financial Group bought 1,853 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $267K.
Vanguard Total World Stock ETF made up 0.45% of Synergy Financial Group's portfolio in Q1 2026, its #45 holding.
Synergy Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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