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

SYM Financial Corp’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121K	Hold	500	–	–	0.01%	409
2026 Q1	$109K	Hold	500	–	–	0.01%	342
2025 Q4	$106K	Hold	500	–	–	0.01%	345
2025 Q3	$104K	Hold	500	–	–	0.01%	343
2025 Q2	$97.5K	Hold	500	–	–	0.01%	338
2025 Q1	$93.1K	Sell	500 -11	-2%	-$2.17K	0.01%	292
2024 Q4	$101K	Buy	511 +11	+2%	+$2.26K	0.01%	259
2024 Q3	$100K	Sell	500 -11	-2%	-$2.12K	0.01%	202
2024 Q2	$93.3K	Sell	511 -15	-3%	-$2.77K	0.01%	183
2024 Q1	$101K	Buy	526 +26	+5%	+$4.69K	0.02%	108
2023 Q4	$90K	Sell	500 -8	-2%	-$1.31K	0.01%	119
2023 Q3	$81K	Buy	+508	New	+$84.9K	0.01%	112
2022 Q2	–	Sell	-182	Closed	-$32K	–	129
2022 Q1	$32K	Buy	182 +2	+1%	+$348	0.01%	91
2021 Q4	$32K	Hold	180	–	–	0.01%	89
2021 Q3	$30K	Hold	180	–	–	0.02%	91
2021 Q2	$31K	Buy	+180	New	+$31.2K	0.02%	77
2021 Q1	–	Sell	-45	Closed	-$6K	–	92
2020 Q4	$6K	Hold	45	–	–	﹤0.01%	71
2020 Q3	$5K	Buy	+45	New	+$5.04K	﹤0.01%	71
2019 Q1	–	Sell	-27	Closed	-$3K	–	77
2018 Q4	$3K	Hold	27	–	–	﹤0.01%	79
2018 Q3	$4K	Hold	27	–	–	﹤0.01%	80
2018 Q2	$4K	Hold	27	–	–	﹤0.01%	65
2018 Q1	$3K	Buy	+27	New	+$3.58K	﹤0.01%	57

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SYM Financial Corp held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 500 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #409.

SYM Financial Corp first reported a position in VBR in Q1 2018 and has held it in 22 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

SYM Financial Corp held 500 shares of Vanguard Morningstar Small-Cap Value ETF worth $121K as of Q2 2026.
SYM Financial Corp left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #409 holding.
SYM Financial Corp first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 22 quarters since.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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