SYM Financial Corp
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SYM Financial Corp’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SYM Financial Corp’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$156K Sell
547
-1
-0.2% -$298 0.01% 427
2026
Q2 		$166K Buy
548
+1
+0.2% +$287 0.01% 391
2026
Q1 		$143K Sell
547
-322
-37% -$87.1K 0.01% 332
2025
Q4 		$224K Hold
869
– – 0.02% 296
2025
Q3 		$221K Hold
869
– – 0.02% 294
2025
Q2 		$206K Sell
869
-79
-8% -$17.6K 0.02% 306
2025
Q1 		$210K Buy
948
+758
+399% +$181K 0.03% 254
2024
Q4 		$45.6K Buy
190
+10
+6% +$2.46K 0.01% 281
2024
Q3 		$42.7K Sell
180
-19
-10% -$4.32K 0.01% 226
2024
Q2 		$43.4K Buy
199
+19
+11% +$4.17K 0.01% 212
2024
Q1 		$41.1K Hold
180
– – 0.01% 134
2023
Q4 		$38.4K Hold
180
– – 0.01% 146
2023
Q3 		$34K Sell
180
-372
-67% -$74.1K 0.01% 138
2023
Q2 		$110K Buy
552
+477
+636% +$90.1K 0.02% 71
2023
Q1 		$14.2K Hold
75
– – ﹤0.01% 90
2022
Q4 		$13.8K Hold
75
– – ﹤0.01% 104
2022
Q3 		$13K Hold
75
– – 0.01% 88
2022
Q2 		$13K Sell
75
-40
-35% -$7.72K 0.01% 96
2022
Q1 		$24K Buy
115
+49
+74% +$10.3K 0.01% 94
2021
Q4 		$15K Sell
66
-23
-26% -$5.23K 0.01% 96
2021
Q3 		$19K Buy
89
+23
+35% +$5.11K 0.01% 97
2021
Q2 		$15K Buy
+66
New +$14.6K 0.01% 81
2020
Q4 		– Sell
-73
Closed -$11K – 89
2020
Q3 		$11K Buy
+73
New +$11.2K 0.01% 66
2019
Q1 		– Sell
-28
Closed -$4K – 76
2018
Q4 		$4K Buy
+28
New +$4.08K ﹤0.01% 78
2018
Q1 		– Sell
-61
Closed -$9K – 77
2017
Q4 		$9K Buy
+61
New +$8.82K ﹤0.01% 69

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Mission Wealth Management
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Commonwealth Equity Services
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Nicholas Hoffman & Company
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Fifth Third Bancorp
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SYM Financial Corp's VB Position: Q3 2026 in Review

SYM Financial Corp reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.18% in Q3 2026, selling an estimated $298 and leaving 547 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #427.

SYM Financial Corp first reported a position in VB in Q4 2017 and has held it in 25 quarters since. The position peaked at $224K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • SYM Financial Corp held 547 shares of Vanguard Morningstar Small-Cap ETF worth $156K as of Q3 2026.
  • SYM Financial Corp sold 1 Vanguard Morningstar Small-Cap ETF share in Q3 2026, an estimated $298.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #427 holding.
  • SYM Financial Corp first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 25 quarters since.
  • SYM Financial Corp's Vanguard Morningstar Small-Cap ETF position peaked at $224K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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