SYM Financial Corp’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-196	Closed	-$26.2K	–	463
2025 Q4	$26.2K	Sell	196 -703	-78%	-$91.3K	﹤0.01%	382
2025 Q3	$118K	Hold	899	–	–	0.01%	335
2025 Q2	$114K	Hold	899	–	–	0.01%	332
2025 Q1	$107K	Hold	899	–	–	0.01%	284
2024 Q4	$106K	Buy	899 +196	+28%	+$23.2K	0.01%	257
2024 Q3	$77.3K	Hold	703	–	–	0.01%	213
2024 Q2	$70.2K	Hold	703	–	–	0.01%	193
2024 Q1	$72K	Hold	703	–	–	0.01%	118
2023 Q4	$64.9K	Hold	703	–	–	0.01%	127
2023 Q3	$56.5K	Hold	703	–	–	0.01%	126
2023 Q2	$57.1K	Hold	703	–	–	0.01%	80
2023 Q1	$54.8K	Hold	703	–	–	0.01%	76
2022 Q4	$58.2K	Hold	703	–	–	0.01%	78
2022 Q3	$52K	Hold	703	–	–	0.03%	72
2022 Q2	$54K	Hold	703	–	–	0.03%	76
2022 Q1	$66K	Hold	703	–	–	0.03%	72
2021 Q4	$68K	Hold	703	–	–	0.03%	73
2021 Q3	$65K	Hold	703	–	–	0.04%	75
2021 Q2	$64K	Hold	703	–	–	0.04%	61
2021 Q1	$59K	Buy	+703	New	+$56K	0.03%	59

Other funds holding VFH

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

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

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

SYM Financial Corp sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 196 shares — an estimated $26.2K sold.

SYM Financial Corp first reported a position in VFH in Q1 2021 and held it in 20 quarters. The position peaked at $118K in Q3 2025. 744 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

SYM Financial Corp reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 196 Vanguard Financials ETF shares in Q1 2026, an estimated $26.2K.
SYM Financial Corp first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 20 quarters.
SYM Financial Corp's Vanguard Financials ETF position peaked at $118K in Q3 2025.
744 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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