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Synergy Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Synergy Investment Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408K Buy
1,164
+508
+77% +$173K 0.1% 111
2026
Q1 		$198K Buy
+656
New +$206K 0.06% 134
2025
Q2 		– Sell
-705
Closed -$177K – 541
2025
Q1 		$177K Sell
705
-57
-7% -$15.8K 0.07% 132
2024
Q4 		$213K Buy
+762
New +$215K 0.09% 112

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Synergy Investment Management's VBK Position: Q2 2026 in Review

Synergy Investment Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 77% in Q2 2026, buying an estimated $173K and bringing the position to 1,164 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #111.

Synergy Investment Management first reported a position in VBK in Q4 2024 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Synergy Investment Management held 1,164 shares of Vanguard Morningstar Small-Cap Growth ETF worth $408K as of Q2 2026.
  • Synergy Investment Management bought 508 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Synergy Investment Management's portfolio in Q2 2026, its #111 holding.
  • Synergy Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.