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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
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

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

SYM Financial Corp increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.18% in Q2 2026, buying an estimated $287 and bringing the position to 548 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #391.

SYM Financial Corp first reported a position in VB in Q4 2017 and has held it in 24 quarters since. The position peaked at $224K in Q4 2025. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • SYM Financial Corp held 548 shares of Vanguard Morningstar Small-Cap ETF worth $166K as of Q2 2026.
  • SYM Financial Corp bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #391 holding.
  • SYM Financial Corp first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 24 quarters since.
  • SYM Financial Corp's Vanguard Morningstar Small-Cap ETF position peaked at $224K in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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