SYM Financial Corp’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$166	Buy	+3	New	+$165	﹤0.01%	531
2021 Q4	–	Sell	-9	Closed	-$1K	–	117
2021 Q3	$1K	Buy	+9	New	+$811	﹤0.01%	114

Other funds holding VGLT

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

SYM Financial Corp opened a new position in Vanguard Long-Term Treasury ETF (VGLT) in Q2 2026: 3 shares worth $166. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in VGLT as recently as Q3 2021.

SYM Financial Corp first reported a position in VGLT in Q3 2021 and has held it in 2 quarters since. The position peaked at $1K in Q3 2021. 459 funds tracked by Wall St. Rank hold VGLT as of Q2 2026.

SYM Financial Corp held 3 shares of Vanguard Long-Term Treasury ETF worth $166 as of Q2 2026.
Vanguard Long-Term Treasury ETF was a new SYM Financial Corp position in Q2 2026.
Vanguard Long-Term Treasury ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #531 holding.
SYM Financial Corp first reported a position in Vanguard Long-Term Treasury ETF in Q3 2021 and has held it in 2 quarters since.
SYM Financial Corp's Vanguard Long-Term Treasury ETF position peaked at $1K in Q3 2021.
459 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2026.

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