Synergy Investment Management, LLC Vanguard Small Cap ETF Transaction History
Synergy Investment Management, LLC
- $262 Billion
- Q3 2025
A detailed history of Synergy Investment Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 823 shares of VB stock, worth $205,593. This represents 0.08% of its overall portfolio holdings.
Number of Shares
823
Previous 1,380
40.36%
Holding current value
$205,593
Previous $327 Million
36.04%
% of portfolio
0.08%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,499Shares Held
165MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio