SYM Financial Corp’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Sell	1,732 -64	-4%	-$3.78K	0.01%	412
2026 Q1	$107K	Buy	+1,796	New	+$108K	0.01%	345
2025 Q2	–	Sell	-1,720	Closed	-$102K	–	449
2025 Q1	$102K	Buy	+1,720	New	+$101K	0.01%	286
2021 Q4	–	Sell	-29	Closed	-$2K	–	116
2021 Q3	$2K	Buy	+29	New	+$1.98K	﹤0.01%	111

Other funds holding VGIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.6% in Q2 2026, selling an estimated $3.78K and leaving 1,732 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #412.

SYM Financial Corp first reported a position in VGIT in Q3 2021 and has held it in 4 quarters since. The position peaked at $107K in Q1 2026. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

SYM Financial Corp held 1,732 shares of Vanguard Intermediate-Term Treasury ETF worth $102K as of Q2 2026.
SYM Financial Corp sold 64 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $3.78K.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #412 holding.
SYM Financial Corp first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 4 quarters since.
SYM Financial Corp's Vanguard Intermediate-Term Treasury ETF position peaked at $107K in Q1 2026.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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