Synergy Investment Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Synergy Investment Management’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$697K	Buy	9,873 +2,837	+40%	+$198K	0.17%	75
2026 Q1	$451K	Buy	7,036 +79	+1%	+$5.21K	0.15%	86
2025 Q4	$435K	Hold	6,957	–	–	0.15%	84
2025 Q3	$417K	Hold	6,957	–	–	0.16%	80
2025 Q2	$397K	Sell	6,957 -706	-9%	-$37.8K	0.24%	53
2025 Q1	$390K	Sell	7,663 -846	-10%	-$42.8K	0.16%	86
2024 Q4	$407K	Buy	+8,509	New	+$427K	0.18%	76

Other funds holding VEA

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Synergy Investment Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 40% in Q2 2026, buying an estimated $198K and bringing the position to 9,873 shares worth $697K. The position accounts for 0.17% of the portfolio, ranked #75.

Synergy Investment Management first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Synergy Investment Management held 9,873 shares of Vanguard FTSE Developed Markets ETF worth $697K as of Q2 2026.
Synergy Investment Management bought 2,837 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $198K.
Vanguard FTSE Developed Markets ETF made up 0.17% of Synergy Investment Management's portfolio in Q2 2026, its #75 holding.
Synergy Investment Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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