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Synergy Financial Group’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Synergy Financial Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 8.6% in Q1 2026, selling an estimated $39.6K and leaving 1,261 shares worth $404K. The position accounts for 0.3% of the portfolio, ranked #72.

Synergy Financial Group first reported a position in VTI in Q3 2024 and has held it in 6 quarters since. The position peaked at $462K in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Synergy Financial Group held 1,261 shares of Vanguard Total Stock Market ETF worth $404K as of Q1 2026.
  • Synergy Financial Group sold 118 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $39.6K.
  • Vanguard Total Stock Market ETF made up 0.3% of Synergy Financial Group's portfolio in Q1 2026, its #72 holding.
  • Synergy Financial Group first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 6 quarters since.
  • Synergy Financial Group's Vanguard Total Stock Market ETF position peaked at $462K in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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