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SYM Financial Corp’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

SYM Financial Corp’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1K Hold
178
– – ﹤0.01% 390
2025
Q4 		$18K Hold
178
– – ﹤0.01% 394
2025
Q3 		$17.9K Hold
178
– – ﹤0.01% 385
2025
Q2 		$17K Buy
+178
New +$16.1K ﹤0.01% 390

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SYM Financial Corp's IVOV Position: Q1 2026 in Review

SYM Financial Corp held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 178 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

SYM Financial Corp first reported a position in IVOV in Q2 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • SYM Financial Corp held 178 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $18.1K as of Q1 2026.
  • SYM Financial Corp left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #390 holding.
  • SYM Financial Corp first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.