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 Q2	$7.64K	Sell	67 -111	-62%	-$12.1K	﹤0.01%	487
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 $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

SYM Financial Corp's IVOV Position: Q2 2026 in Review

SYM Financial Corp reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 62% in Q2 2026, selling an estimated $12.1K and leaving 67 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

SYM Financial Corp first reported a position in IVOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.1K in Q1 2026. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

SYM Financial Corp held 67 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $7.64K as of Q2 2026.
SYM Financial Corp sold 111 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $12.1K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #487 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 5 quarters since.
SYM Financial Corp's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $18.1K in Q1 2026.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.