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Vanguard Mid-Cap ETF shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Vanguard Mid-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap ETF by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $143k 498 287.18
2025-03-31 $154k 595 258.64
2024-12-31 $165k 625 263.77

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Vanguard Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Bank of America Corporation
UBS Group
Moneta Group Investment Advisors
Morgan Stanley
Creative Planning
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
JMG Financial Group
Nicholas Hoffman & Company
Bank of New York Mellon
HighTower Advisors
Natixis Asset Management Advisors

View all funds holding Vanguard Mid-Cap ETF