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SYM Financial Corp’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

SYM Financial Corp’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Sell
14,476
-73,276
-84% -$5.1M 0.08% 69
2026
Q1 		$5.62M Sell
87,752
-2,414
-3% -$159K 0.56% 17
2025
Q4 		$5.63M Sell
90,166
-8,859
-9% -$543K 0.58% 17
2025
Q3 		$5.93M Buy
99,025
+34,473
+53% +$2.01M 0.63% 15
2025
Q2 		$3.68M Buy
64,552
+2,803
+5% +$150K 0.41% 22
2025
Q1 		$3.14M Buy
61,749
+2,386
+4% +$121K 0.39% 22
2024
Q4 		$2.84M Sell
59,363
-11
-0% -$552 0.37% 23
2024
Q3 		$3.14M Buy
59,374
+46,780
+371% +$2.38M 0.42% 26
2024
Q2 		$622K Buy
12,594
+87
+0.7% +$4.33K 0.1% 47
2024
Q1 		$627K Sell
12,507
-604
-5% -$29.2K 0.1% 41
2023
Q4 		$628K Sell
13,111
-1,902
-13% -$85.1K 0.1% 43
2023
Q3 		$656K Buy
15,013
+1,775
+13% +$81.2K 0.12% 35
2023
Q2 		$611K Buy
13,238
+3
+0% +$138 0.12% 27
2023
Q1 		$598K Sell
13,235
-1,722
-12% -$76.7K 0.13% 25
2022
Q4 		$628K Buy
+14,957
New +$606K 0.15% 27

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 84% in Q2 2026, selling an estimated $5.1M and leaving 14,476 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #69.

SYM Financial Corp first reported a position in VEA in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.93M in Q3 2025. 2,999 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • SYM Financial Corp held 14,476 shares of Vanguard FTSE Developed Markets ETF worth $1.03M as of Q2 2026.
  • SYM Financial Corp sold 73,276 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $5.1M.
  • Vanguard FTSE Developed Markets ETF made up 0.08% of SYM Financial Corp's portfolio in Q2 2026, its #69 holding.
  • SYM Financial Corp first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • SYM Financial Corp's Vanguard FTSE Developed Markets ETF position peaked at $5.93M in Q3 2025.
  • 2,999 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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