Synergy Financial Group’s Vanguard 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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Synergy Financial Group reduced its Vanguard Large-Cap ETF (VV) stake by 3.4% in Q1 2026, selling an estimated $50.1K and leaving 4,500 shares worth $1.34M. The position accounts for 1.01% of the portfolio, ranked #23.

Synergy Financial Group first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.47M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Synergy Financial Group held 4,500 shares of Vanguard Large-Cap ETF worth $1.34M as of Q1 2026.
Synergy Financial Group sold 160 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $50.1K.
Vanguard Large-Cap ETF made up 1.01% of Synergy Financial Group's portfolio in Q1 2026, its #23 holding.
Synergy Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Synergy Financial Group's Vanguard Large-Cap ETF position peaked at $1.47M in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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