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 Q3	$4.99K	Hold	29	–	–	﹤0.01%	512
2026 Q2	$4.35K	Buy	+29	New	+$4.7K	﹤0.01%	495
2024 Q4	–	Sell	-39	Closed	-$4.76K	–	358
2024 Q3	$4.76K	Buy	+39	New	+$4.88K	﹤0.01%	256
2023 Q4	–	Sell	-29	Closed	-$3.68K	–	203
2023 Q3	$3.68K	Sell	29 -35	-55%	-$4.28K	﹤0.01%	176
2023 Q2	$7.22K	Buy	64 +6	+10%	+$676	﹤0.01%	104
2023 Q1	$6.62K	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%	+$3.24K	﹤0.01%	104
2022 Q1	$3K	Buy	+29	New	+$2.79K	﹤0.01%	110

Other funds holding VDE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

SYM Financial Corp held its Vanguard Energy ETF (VDE) position steady in Q3 2026 at 29 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

SYM Financial Corp first reported a position in VDE in Q1 2022 and has held it in 10 quarters since. The position peaked at $7.22K in Q2 2023. 690 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

SYM Financial Corp held 29 shares of Vanguard Energy ETF worth $4.99K as of Q3 2026.
SYM Financial Corp left its Vanguard Energy ETF share count unchanged in Q3 2026.
Vanguard Energy ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #512 holding.
SYM Financial Corp first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 10 quarters since.
SYM Financial Corp's Vanguard Energy ETF position peaked at $7.22K in Q2 2023.
690 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

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