SFG
VWO icon

Synergy Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Synergy Financial Group’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Sell
31,742
-3,883
-11% -$228K 1.36% 19
2026
Q1 		$1.93M Buy
35,625
+6,867
+24% +$385K 1.45% 16
2025
Q4 		$1.55M Sell
28,758
-800
-3% -$43.5K 1.09% 21
2025
Q3 		$1.6M Buy
29,558
+349
+1% +$18K 1.08% 21
2025
Q2 		$1.44M Sell
29,209
-216
-0.7% -$10K 1.06% 22
2025
Q1 		$1.33M Buy
29,425
+4,763
+19% +$214K 1.2% 21
2024
Q4 		$1.09M Buy
24,662
+1,298
+6% +$60.3K 0.91% 28
2024
Q3 		$1.12M Buy
23,364
+533
+2% +$23.7K 1.06% 20
2024
Q2 		$999K Buy
22,831
+3,662
+19% +$158K 1.05% 24
2024
Q1 		$801K Buy
19,169
+10,726
+127% +$438K 0.9% 27
2023
Q4 		$347K Buy
8,443
+1,032
+14% +$40.9K 0.43% 52
2023
Q3 		$291K Buy
7,411
+2,148
+41% +$87.7K 0.41% 55
2023
Q2 		$214K Hold
5,263
– – 0.29% 78
2023
Q1 		$213K Buy
+5,263
New +$214K 0.35% 74

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Synergy Financial Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q2 2026, selling an estimated $228K and leaving 31,742 shares worth $1.89M. The position accounts for 1.36% of the portfolio, ranked #19.

Synergy Financial Group first reported a position in VWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.93M in Q1 2026. 2,608 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Synergy Financial Group held 31,742 shares of Vanguard FTSE Emerging Markets ETF worth $1.89M as of Q2 2026.
  • Synergy Financial Group sold 3,883 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $228K.
  • Vanguard FTSE Emerging Markets ETF made up 1.36% of Synergy Financial Group's portfolio in Q2 2026, its #19 holding.
  • Synergy Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
  • Synergy Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $1.93M in Q1 2026.
  • 2,608 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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