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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$596K	Buy	2,948 +1,496	+103%	+$289K	0.14%	87
2026 Q1	$268K	Sell	1,452 -21	-1%	-$3.92K	0.09%	115
2025 Q4	$261K	Buy	1,473 +290	+25%	+$50.8K	0.09%	114
2025 Q3	$207K	Buy	+1,183	New	+$201K	0.08%	125
2025 Q2	–	Sell	-1,207	Closed	-$194K	–	556
2025 Q1	$194K	Sell	1,207 -137	-10%	-$22.4K	0.08%	124
2024 Q4	$217K	Buy	+1,344	New	+$227K	0.09%	110

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Synergy Investment Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 103% in Q2 2026, buying an estimated $289K and bringing the position to 2,948 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #87.

Synergy Investment Management first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Synergy Investment Management held 2,948 shares of Vanguard Morningstar Mid-Cap Value ETF worth $596K as of Q2 2026.
Synergy Investment Management bought 1,496 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $289K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Synergy Investment Management's portfolio in Q2 2026, its #87 holding.
Synergy Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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