Synergy Investment Management, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in VXF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$825,295
+$122,694 QoQ
Shares Held
3,352
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#170
of 286 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,295 | 3,352 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $702,601 | 3,414 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $704,525 | 3,369 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $721,176 | 3,445 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $651,359 | 3,380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $525,048 | 3,048 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $565,570 | 2,977 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||