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SYM Financial Corp’s Vanguard Information Technology ETF VGT Stock Holding History

SYM Financial Corp’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Sell
11,496
-584
-5% -$53.8K 0.1% 61
2025
Q4 		$1.14M Sell
12,080
-2,448
-17% -$233K 0.12% 49
2025
Q3 		$1.36M Sell
14,528
-1,080
-7% -$94.4K 0.15% 41
2025
Q2 		$1.29M Hold
15,608
– – 0.14% 43
2025
Q1 		$1.06M Hold
15,608
– – 0.13% 48
2024
Q4 		$1.21M Buy
15,608
+568
+4% +$43.6K 0.16% 40
2024
Q3 		$1.1M Hold
15,040
– – 0.15% 46
2024
Q2 		$1.08M Sell
15,040
-2,488
-14% -$165K 0.17% 34
2024
Q1 		$1.15M Hold
17,528
– – 0.19% 28
2023
Q4 		$1.06M Hold
17,528
– – 0.17% 31
2023
Q3 		$909K Buy
17,528
+8,000
+84% +$435K 0.16% 29
2023
Q2 		$527K Hold
9,528
– – 0.11% 33
2023
Q1 		$459K Hold
9,528
– – 0.1% 32
2022
Q4 		$380K Sell
9,528
-600
-6% -$24.5K 0.09% 40
2022
Q3 		$389K Hold
10,128
– – 0.19% 37
2022
Q2 		$413K Buy
10,128
+1,960
+24% +$88.3K 0.2% 34
2022
Q1 		$425K Buy
8,168
+1,912
+31% +$98.1K 0.18% 26
2021
Q4 		$358K Hold
6,256
– – 0.14% 29
2021
Q3 		$314K Hold
6,256
– – 0.18% 30
2021
Q2 		$312K Buy
6,256
+712
+13% +$33.6K 0.18% 28
2021
Q1 		$248K Buy
5,544
+2,200
+66% +$98.9K 0.14% 33
2020
Q4 		$148K Sell
3,344
-3,080
-48% -$127K 0.11% 43
2020
Q3 		$250K Sell
6,424
-1,240
-16% -$46.7K 0.19% 20
2020
Q2 		$267K Buy
7,664
+1,768
+30% +$55.2K 0.22% 20
2020
Q1 		$156K Sell
5,896
-1,952
-25% -$59.2K 0.16% 35
2019
Q4 		$240K Buy
7,848
+968
+14% +$27.7K 0.16% 36
2019
Q3 		$185K Buy
6,880
+720
+12% +$19.4K 0.12% 36
2019
Q2 		$162K Hold
6,160
– – 0.1% 39
2019
Q1 		$154K Hold
6,160
– – 0.1% 40
2018
Q4 		$128K Hold
6,160
– – 0.05% 48
2018
Q3 		$156K Hold
6,160
– – 0.09% 46
2018
Q2 		$140K Buy
+6,160
New +$138K 0.08% 31

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Information Technology ETF (VGT) stake by 4.8% in Q1 2026, selling an estimated $53.8K and leaving 11,496 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #61.

SYM Financial Corp first reported a position in VGT in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.36M in Q3 2025. 1,975 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • SYM Financial Corp held 11,496 shares of Vanguard Information Technology ETF worth $1M as of Q1 2026.
  • SYM Financial Corp sold 584 Vanguard Information Technology ETF shares in Q1 2026, an estimated $53.8K.
  • Vanguard Information Technology ETF made up 0.1% of SYM Financial Corp's portfolio in Q1 2026, its #61 holding.
  • SYM Financial Corp first reported a position in Vanguard Information Technology ETF in Q2 2018 and has held it in 32 quarters since.
  • SYM Financial Corp's Vanguard Information Technology ETF position peaked at $1.36M in Q3 2025.
  • 1,975 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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