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Synergy Investment Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Synergy Investment Management’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5K Buy
260
+2
+0.8% +$159 0.01% 505
2026
Q1 		$17.6K Buy
+258
New +$18.7K 0.01% 425
2025
Q2 		– Sell
-258
Closed -$14.4K – 558
2025
Q1 		$14.4K Hold
258
– – 0.01% 347
2024
Q4 		$15.7K Buy
+258
New +$15.5K 0.01% 348

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Synergy Investment Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.78% in Q2 2026, buying an estimated $159 and bringing the position to 260 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #505.

Synergy Investment Management first reported a position in VOOG in Q4 2024 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Synergy Investment Management held 260 shares of Vanguard S&P 500 Growth ETF worth $21.5K as of Q2 2026.
  • Synergy Investment Management bought 2 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $159.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #505 holding.
  • Synergy Investment Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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