Synergy Investment Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$177,580
-$31,692 QoQ
Shares Held
678
-17.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,580 | 678 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $209,272 | 823 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $327,032 | 1,380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $316,437 | 1,427 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $361,621 | 1,505 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||