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Synovus Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Synovus Financial’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.33M Buy
11,113
+432
+4% +$88.3K 0.03% 340
2025
Q2 		$2.09M Buy
10,681
+7
+0.1% +$1.3K 0.03% 346
2025
Q1 		$1.99M Sell
10,674
-70
-0.7% -$13.8K 0.03% 355
2024
Q4 		$2.13M Sell
10,744
-9,587
-47% -$1.97M 0.03% 342
2024
Q3 		$4.08M Buy
20,331
+12,571
+162% +$2.42M 0.05% 251
2024
Q2 		$1.42M Buy
7,760
+677
+10% +$125K 0.02% 381
2024
Q1 		$1.36M Buy
7,083
+64
+0.9% +$11.5K 0.02% 393
2023
Q4 		$1.27M Buy
7,019
+313
+5% +$51.1K 0.02% 386
2023
Q3 		$1.07M Buy
6,706
+170
+3% +$28.4K 0.01% 439
2023
Q2 		$1.08M Sell
6,536
-1,038
-14% -$163K 0.01% 437
2023
Q1 		$1.2M Sell
7,574
-845
-10% -$140K 0.01% 416
2022
Q4 		$1.34M Sell
8,419
-126
-1% -$20.1K 0.02% 405
2022
Q3 		$1.23M Buy
8,545
+78
+0.9% +$12.4K 0.02% 401
2022
Q2 		$1.26M Sell
8,467
-33
-0.4% -$5.41K 0.01% 398
2022
Q1 		$1.5M Buy
8,500
+273
+3% +$47.5K 0.02% 379
2021
Q4 		$1.47M Buy
8,227
+423
+5% +$75.2K 0.01% 379
2021
Q3 		$1.32M Buy
7,804
+55
+0.7% +$9.42K 0.01% 378
2021
Q2 		$1.34M Buy
7,749
+4,866
+169% +$843K 0.01% 362
2021
Q1 		$478K Sell
2,883
-4,379
-60% -$690K 0.01% 560
2020
Q4 		$1.03M Sell
7,262
-34
-0.5% -$4.39K 0.01% 360
2020
Q3 		$814K Buy
7,296
+3,783
+108% +$424K 0.01% 377
2020
Q2 		$376K Sell
3,513
-3,964
-53% -$398K 0.01% 527
2020
Q1 		$667K Buy
+7,477
New +$907K 0.01% 447
2019
Q2 		– Sell
-30
Closed -$3.9K – 1446
2019
Q1 		$4K Buy
+30
New +$3.82K ﹤0.01% 1276
2017
Q3 		– Sell
-305
Closed -$37K – 743
2017
Q2 		$37K Buy
+305
New +$37.3K ﹤0.01% 677
2013
Q4 		– Sell
-18
Closed -$2K – 929
2013
Q3 		$2K Hold
18
– – ﹤0.01% 833
2013
Q2 		$2K Buy
+18
New +$1.49K ﹤0.01% 791

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Synovus Financial's VBR Position: Q3 2025 in Review

Synovus Financial increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 4% in Q3 2025, buying an estimated $88.3K and bringing the position to 11,113 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #340.

Synovus Financial first reported a position in VBR in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.08M in Q3 2024. 1,576 funds tracked by Wall St. Rank hold VBR as of Q3 2025.

  • Synovus Financial held 11,113 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.33M as of Q3 2025.
  • Synovus Financial bought 432 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2025, an estimated $88.3K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Synovus Financial's portfolio in Q3 2025, its #340 holding.
  • Synovus Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 27 quarters since.
  • Synovus Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.08M in Q3 2024.
  • 1,576 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.