SYM Financial Corp’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.35K	Buy	+29	New	+$4.7K	﹤0.01%	495
2024 Q4	–	Sell	-39	Closed	-$4.75K	–	358
2024 Q3	$4.75K	Buy	+39	New	+$4.88K	﹤0.01%	256
2023 Q4	–	Sell	-29	Closed	-$3.67K	–	203
2023 Q3	$3.67K	Sell	29 -35	-55%	-$4.29K	﹤0.01%	176
2023 Q2	$7.22K	Buy	64 +6	+10%	+$676	﹤0.01%	104
2023 Q1	$6.63K	Hold	58	–	–	﹤0.01%	96
2022 Q4	$7.03K	Hold	58	–	–	﹤0.01%	109
2022 Q3	$6K	Hold	58	–	–	﹤0.01%	94
2022 Q2	$6K	Buy	58 +29	+100%	+$3.25K	﹤0.01%	104
2022 Q1	$3K	Buy	+29	New	+$2.79K	﹤0.01%	110

Other funds holding VDE

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

SYM Financial Corp opened a new position in Vanguard Energy ETF (VDE) in Q2 2026: 29 shares worth $4.35K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in VDE as recently as Q3 2024.

SYM Financial Corp first reported a position in VDE in Q1 2022 and has held it in 9 quarters since. The position peaked at $7.22K in Q2 2023. 762 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

SYM Financial Corp held 29 shares of Vanguard Energy ETF worth $4.35K as of Q2 2026.
Vanguard Energy ETF was a new SYM Financial Corp position in Q2 2026.
Vanguard Energy ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #495 holding.
SYM Financial Corp first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 9 quarters since.
SYM Financial Corp's Vanguard Energy ETF position peaked at $7.22K in Q2 2023.
762 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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