SIM
VONG icon

Synergy Investment Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Synergy Investment Management’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Hold
1,754
– – 0.05% 161
2026
Q1 		$192K Buy
+1,754
New +$205K 0.06% 138
2025
Q2 		– Sell
-750
Closed -$69.6K – 557
2025
Q1 		$69.6K Hold
750
– – 0.03% 205
2024
Q4 		$77.5K Buy
+750
New +$75.9K 0.03% 194

Other funds holding VONG

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Synergy Investment Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 1,754 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #161.

Synergy Investment Management first reported a position in VONG in Q4 2024 and has held it in 4 quarters since. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Synergy Investment Management held 1,754 shares of Vanguard Russell 1000 Growth ETF worth $224K as of Q2 2026.
  • Synergy Investment Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #161 holding.
  • Synergy Investment Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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