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Synergy Investment Management »

Vanguard Growth ETF shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard 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 Growth ETF by Synergy Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$20M	43k	479.08
2025-06-30	$19M	44k	438.40
2025-03-31	$16M	44k	370.82
2024-12-31	$18M	44k	410.44

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 Growth ETF

Jones Financial Companies, L.L

Envestnet Asset Management

Financial Engines Advisors L.L.C

Wells Fargo & Company

Ameriprise Financial

Tiaa Trust, National Association

Raymond James Financial

Mill Creek Capital Advisors

Pnc Financial Services

Royal Bank of Canada

Adviser Investments

Cetera Investment Advisers

View all funds holding Vanguard Growth ETF

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