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 Q3	$116K	Hold	500	–	–	0.01%	439
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

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

SYM Financial Corp held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 500 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #439.

SYM Financial Corp first reported a position in VBR in Q1 2018 and has held it in 23 quarters since. The position peaked at $121K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

SYM Financial Corp held 500 shares of Vanguard Morningstar Small-Cap Value ETF worth $116K as of Q3 2026.
SYM Financial Corp left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #439 holding.
SYM Financial Corp first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 23 quarters since.
SYM Financial Corp's Vanguard Morningstar Small-Cap Value ETF position peaked at $121K in Q2 2026.
1,138 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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