Synergy Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Sell	3,421 -1,079	-24%	-$360K	0.85%	25
2026 Q1	$1.34M	Sell	4,500 -160	-3%	-$50.1K	1.01%	23
2025 Q4	$1.47M	Sell	4,660 -125	-3%	-$39K	1.03%	22
2025 Q3	$1.47M	Buy	4,785 +159	+3%	+$47.1K	0.99%	22
2025 Q2	$1.32M	Sell	4,626 -109	-2%	-$28.7K	0.97%	24
2025 Q1	$1.22M	Buy	4,735 +1,348	+40%	+$365K	1.09%	23
2024 Q4	$913K	Buy	3,387 +427	+14%	+$116K	0.76%	32
2024 Q3	$779K	Buy	2,960 +153	+5%	+$38.8K	0.74%	32
2024 Q2	$701K	Buy	2,807 +954	+51%	+$229K	0.73%	33
2024 Q1	$444K	Buy	1,853 +822	+80%	+$188K	0.5%	45
2023 Q4	$225K	Buy	+1,031	New	+$211K	0.28%	77

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Synergy Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 24% in Q2 2026, selling an estimated $360K and leaving 3,421 shares worth $1.18M. The position accounts for 0.85% of the portfolio, ranked #25.

Synergy Financial Group first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q3 2025. 1,375 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Synergy Financial Group held 3,421 shares of Vanguard Morningstar Large-Cap ETF worth $1.18M as of Q2 2026.
Synergy Financial Group sold 1,079 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $360K.
Vanguard Morningstar Large-Cap ETF made up 0.85% of Synergy Financial Group's portfolio in Q2 2026, its #25 holding.
Synergy Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Synergy Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.47M in Q3 2025.
1,375 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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