Financial Synergies Wealth Advisors 13F: Exits VIG Stake

Financial Synergies Wealth Advisors sold its entire position in Vanguard Dividend Appreciation Index Fund ETF Shares (VIG), cutting 861 shares in a filing on October 16, 2026. This sale means the firm has sold out of this investment, as it no longer holds any VIG shares.

Inside Financial Synergies Wealth Advisors' Trade

The fund's previous stake was 861 shares, which it has now completely divested.

Vanguard Dividend Appreciation Index Fund ETF Shares Stock Down 0.1%

The recent price for VIG was $241.73 as of October 16, 2026. This price is above its 50-day moving average of $240.38 and its 200-day moving average of $231.34. However, VIG is currently below its 52-week high of $247.45 and above its 52-week low of $210.01. This indicates that while VIG is trading well, it has not reached its recent peak.

About Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard Dividend Appreciation Index Fund ETF Shares is designed to track the performance of an index of companies that regularly increase their dividends over time. The fund invests significantly in the stocks making up the index, holding them in proportions that reflect their weight in the index.

Bottom Line

Watch for any further updates from Financial Synergies Wealth Advisors regarding their investment strategies, as this recent sale reflects a significant change in their holdings. Note that this filing reflects their position as of October 16, 2026, and may not represent their current investments. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.