Synergy Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$479K	Buy	1,294 +33	+3%	+$11.8K	0.34%	59
2026 Q1	$404K	Sell	1,261 -118	-9%	-$39.6K	0.3%	72
2025 Q4	$462K	Buy	1,379 +561	+69%	+$187K	0.32%	58
2025 Q3	$268K	Buy	818 +108	+15%	+$34.1K	0.18%	99
2025 Q2	$216K	Buy	+710	New	+$200K	0.16%	106
2025 Q1	–	Sell	-710	Closed	-$206K	–	112
2024 Q4	$206K	Hold	710	–	–	0.17%	97
2024 Q3	$201K	Buy	+710	New	+$194K	0.19%	93

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Synergy Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,294 shares worth $479K. The position accounts for 0.34% of the portfolio, ranked #59.

Synergy Financial Group first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Synergy Financial Group held 1,294 shares of Vanguard Morningstar Total Stock Market ETF worth $479K as of Q2 2026.
Synergy Financial Group bought 33 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Synergy Financial Group's portfolio in Q2 2026, its #59 holding.
Synergy Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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