Synergy Investment Management »

Vanguard S&p 500 Etf idx shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 41k 612.01
2025-06-30 $23M 40k 568.15
2025-03-31 $19M 38k 513.91
2024-12-31 $19M 35k 538.80