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Synergy Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Synergy Investment Management’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$141K Buy
2,428
+1,275
+111% +$74.9K 0.03% 216
2026
Q1 		$62.3K Buy
+1,153
New +$64.6K 0.02% 255
2025
Q2 		– Sell
-1,054
Closed -$47.7K – 564
2025
Q1 		$47.7K Sell
1,054
-42
-4% -$1.89K 0.02% 241
2024
Q4 		$48.3K Buy
+1,096
New +$50.9K 0.02% 245

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Synergy Investment Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 111% in Q2 2026, buying an estimated $74.9K and bringing the position to 2,428 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #216.

Synergy Investment Management first reported a position in VWO in Q4 2024 and has held it in 4 quarters since. 2,601 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Synergy Investment Management held 2,428 shares of Vanguard FTSE Emerging Markets ETF worth $141K as of Q2 2026.
  • Synergy Investment Management bought 1,275 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $74.9K.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #216 holding.
  • Synergy Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,601 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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