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 Q3	$7.16K	Hold	67	–	–	﹤0.01%	511
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

SYM Financial Corp's IVOV Position: Q3 2026 in Review

SYM Financial Corp held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q3 2026 at 67 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

SYM Financial Corp first reported a position in IVOV in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.1K in Q1 2026. 82 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

SYM Financial Corp held 67 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $7.16K as of Q3 2026.
SYM Financial Corp left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #511 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 6 quarters since.
SYM Financial Corp's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $18.1K in Q1 2026.
82 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.