Synergy Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Other funds holding VOT
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TI
Synergy Investment Management's VOT Position: Q2 2026 in Review
Synergy Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 37% in Q2 2026, buying an estimated $65.2K and bringing the position to 839 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #147.
Synergy Investment Management first reported a position in VOT in Q4 2024 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Synergy Investment Management held 839 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $253K as of Q2 2026.
- Synergy Investment Management bought 226 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $65.2K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #147 holding.
- Synergy Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
- 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.