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Synergy Investment Management »

Vanguard Mid-Cap Value ETF shares owned by Synergy Investment Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value 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 Value ETF by Synergy Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$207k	1.2k	174.58
2025-03-31	$194k	1.2k	160.54
2024-12-31	$217k	1.3k	161.77

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)

Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)

Ishares Core MF Closed and MF Open (IVV)

Ishares U S MF Closed and MF Open (DYNF)

Spdr Portfolio MF Closed and MF Open (SPYG)

Invesco S&p MF Closed and MF Open (SPHQ)

Spdr Intermediate MF Closed and MF Open (SPTI)

Spdr Portfolio MF Closed and MF Open (SPYV)

Ishares Core MF Closed and MF Open (IEMG)

Ishares S&p MF Closed and MF Open (OEF)

Capital Group MF Closed and MF Open (CGDV)

First Trust MF Closed and MF Open (UCON)

Spdr Portfolio MF Closed and MF Open (SPTS)

Ishares A I MF Closed and MF Open (BAI)

Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding Vanguard Mid-Cap Value ETF

Wells Fargo & Company

Royal Bank of Canada

Jones Financial Companies, L.L

Tiaa Trust, National Association

Pnc Financial Services

Envestnet Asset Management

Stephens Group Asset Management

Ameriprise Financial

Northwestern Mutual Wealth Management Company

Moneta Group Investment Advisors

View all funds holding Vanguard Mid-Cap Value ETF

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