Syntegra Private Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Syntegra Private Wealth Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107M	Buy	156,223 +10,454	+7%	+$6.97M	8.31%	5
2026 Q1	$87.1M	Buy	145,769 +5,595	+4%	+$3.5M	8.28%	5
2025 Q4	$87.9M	Buy	140,174 +6,622	+5%	+$4.12M	8.07%	5
2025 Q3	$81.8M	Buy	133,552 +16,317	+14%	+$9.62M	7.71%	4
2025 Q2	$66.6M	Buy	117,235 +112,503	+2,377%	+$59.1M	6.79%	5
2025 Q1	$2.43M	Buy	4,732 +3,829	+424%	+$2.07M	0.28%	33
2024 Q4	$487K	Buy	903 +52	+6%	+$28.2K	0.06%	82
2024 Q3	$449K	Hold	851	–	–	0.05%	93
2024 Q2	$426K	Sell	851 -936	-52%	-$450K	0.05%	88
2024 Q1	$859K	Buy	1,787 +858	+92%	+$393K	0.11%	52
2023 Q4	$406K	Buy	929 +286	+44%	+$117K	0.06%	80
2023 Q3	$253K	Buy	643 +59	+10%	+$24.1K	0.04%	109
2023 Q2	$238K	Buy	+584	New	+$225K	0.04%	120

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Syntegra Private Wealth Group's VOO Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 7.2% in Q2 2026, buying an estimated $6.97M and bringing the position to 156,223 shares worth $107M. The position accounts for 8.31% of the portfolio, ranked #5.

Syntegra Private Wealth Group first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Syntegra Private Wealth Group held 156,223 shares of Vanguard S&P 500 ETF worth $107M as of Q2 2026.
Syntegra Private Wealth Group bought 10,454 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.97M.
Vanguard S&P 500 ETF made up 8.31% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #5 holding.
Syntegra Private Wealth Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.