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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SYM Financial Corp's VEA Position: Q1 2026 in Review

SYM Financial Corp reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.7% in Q1 2026, selling an estimated $159K and leaving 87,752 shares worth $5.62M. The position accounts for 0.56% of the portfolio, ranked #17.

SYM Financial Corp first reported a position in VEA in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.93M in Q3 2025. 2,892 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • SYM Financial Corp held 87,752 shares of Vanguard FTSE Developed Markets ETF worth $5.62M as of Q1 2026.
  • SYM Financial Corp sold 2,414 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $159K.
  • Vanguard FTSE Developed Markets ETF made up 0.56% of SYM Financial Corp's portfolio in Q1 2026, its #17 holding.
  • SYM Financial Corp first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 14 quarters since.
  • SYM Financial Corp's Vanguard FTSE Developed Markets ETF position peaked at $5.93M in Q3 2025.
  • 2,892 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.