Synergy Investment Management, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in VEA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$703,451
+$252,585 QoQ
Shares Held
9,873
+40.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#519
of 705 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,451 | 9,873 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $450,866 | 7,036 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $434,603 | 6,957 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $416,863 | 6,957 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $396,618 | 6,957 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $389,510 | 7,663 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $406,900 | 8,509 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||