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SYM Financial Corp’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Small-Cap ETF (VB) stake by 37% in Q1 2026, selling an estimated $87.1K and leaving 547 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #332.

SYM Financial Corp first reported a position in VB in Q4 2017 and has held it in 23 quarters since. The position peaked at $224K in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • SYM Financial Corp held 547 shares of Vanguard Small-Cap ETF worth $143K as of Q1 2026.
  • SYM Financial Corp sold 322 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $87.1K.
  • Vanguard Small-Cap ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #332 holding.
  • SYM Financial Corp first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 23 quarters since.
  • SYM Financial Corp's Vanguard Small-Cap ETF position peaked at $224K in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

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