Synergy Financial Group, LTD
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1905669
SAN RAMON, CA
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$444,216
-$108,570 QoQ
Shares Held
1,696
-20.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $444,216 | 1,696 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $552,786 | 2,143 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $543,396 | 2,137 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $503,345 | 2,124 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $478,314 | 2,157 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $468,065 | 1,948 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $456,392 | 1,924 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $414,057 | 1,899 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $360,486 | 1,577 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||