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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $158k 613 257.35
2025-03-31 $139k 567 244.64
2024-12-31 $130k 514 253.75

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 Growth ETF

Morgan Stanley
Bank of America Corporation
Assetmark
Wells Fargo & Company
EP Wealth Advisors
Royal Bank of Canada
UBS Group
Pnc Financial Services
Truepoint
Vantagepoint Investment Advisers
Jones Financial Companies, L.L
LPL Financial
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Envestnet Asset Management

View all funds holding Vanguard Mid-Cap Growth ETF