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Synergy Investment Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Synergy Investment Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Hold
1,992
– – 0.04% 195
2026
Q1 		$143K Buy
+1,992
New +$148K 0.05% 171
2025
Q2 		– Sell
-2,380
Closed -$154K – 555
2025
Q1 		$154K Sell
2,380
-120
-5% -$8.05K 0.06% 144
2024
Q4 		$165K Buy
+2,500
New +$170K 0.07% 135

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Synergy Investment Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 1,992 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #195.

Synergy Investment Management first reported a position in VO in Q4 2024 and has held it in 4 quarters since. The position peaked at $165K in Q4 2024. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Synergy Investment Management held 1,992 shares of Vanguard Morningstar Mid-Cap ETF worth $160K as of Q2 2026.
  • Synergy Investment Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #195 holding.
  • Synergy Investment Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Vanguard Morningstar Mid-Cap ETF position peaked at $165K in Q4 2024.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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