Synergy Investment Management, LLC Vanguard Small Cap ETF Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 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 1,380 shares of VB stock, worth $357,806. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,380
Previous 1,427
3.29%
Holding current value
$357,806
Previous $316 Million
3.34%
% of portfolio
0.2%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio