SYM Financial Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$611K	Buy	2,842 +40	+1%	+$8.92K	0.06%	105
2025 Q4	$616K	Sell	2,802 -696	-20%	-$152K	0.06%	99
2025 Q3	$755K	Hold	3,498	–	–	0.08%	69
2025 Q2	$716K	Sell	3,498 -60	-2%	-$11.6K	0.08%	84
2025 Q1	$690K	Sell	3,558 -36	-1%	-$7.16K	0.09%	71
2024 Q4	$704K	Sell	3,594 -94	-3%	-$18.8K	0.09%	63
2024 Q3	$730K	Hold	3,688	–	–	0.1%	53
2024 Q2	$673K	Buy	3,688 +836	+29%	+$150K	0.11%	45
2024 Q1	$521K	Sell	2,852 -633	-18%	-$111K	0.09%	45
2023 Q4	$594K	Buy	3,485 +191	+6%	+$30.7K	0.1%	44
2023 Q3	$512K	Buy	3,294 +1,089	+49%	+$177K	0.09%	45
2023 Q2	$358K	Sell	2,205 -474	-18%	-$74.2K	0.07%	41
2023 Q1	$413K	Sell	2,679 -788	-23%	-$121K	0.09%	35
2022 Q4	$526K	Sell	3,467 -2,492	-42%	-$371K	0.13%	30
2022 Q3	$805K	Buy	5,959 +3,027	+103%	+$450K	0.39%	24
2022 Q2	$421K	Buy	2,932 +161	+6%	+$24.5K	0.2%	31
2022 Q1	$449K	Buy	2,771 +195	+8%	+$31.5K	0.19%	25
2021 Q4	$442K	Hold	2,576	–	–	0.17%	21
2021 Q3	$396K	Hold	2,576	–	–	0.23%	22
2021 Q2	$399K	Sell	2,576 -75	-3%	-$11.5K	0.23%	21
2021 Q1	$390K	Sell	2,651 -55	-2%	-$7.82K	0.22%	19
2020 Q4	$382K	Buy	2,706 +1,020	+60%	+$138K	0.28%	15
2020 Q3	$217K	Buy	+1,686	New	+$212K	0.16%	27
2020 Q1	–	Sell	-1,705	Closed	-$213K	–	94
2019 Q4	$213K	Buy	+1,705	New	+$206K	0.14%	42
2018 Q4	–	Sell	-1,845	Closed	-$204K	–	102
2018 Q3	$204K	Buy	+1,845	New	+$198K	0.11%	42
2018 Q2	–	Sell	-2,469	Closed	-$249K	–	70
2018 Q1	$249K	Sell	2,469 -58	-2%	-$6.01K	0.15%	28
2017 Q4	$258K	Buy	+2,527	New	+$249K	0.12%	36

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SYM Financial Corp increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q1 2026, buying an estimated $8.92K and bringing the position to 2,842 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #105.

SYM Financial Corp first reported a position in VIG in Q4 2017 and has held it in 27 quarters since. The position peaked at $805K in Q3 2022. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

SYM Financial Corp held 2,842 shares of Vanguard Dividend Appreciation ETF worth $611K as of Q1 2026.
SYM Financial Corp bought 40 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $8.92K.
Vanguard Dividend Appreciation ETF made up 0.06% of SYM Financial Corp's portfolio in Q1 2026, its #105 holding.
SYM Financial Corp first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 27 quarters since.
SYM Financial Corp's Vanguard Dividend Appreciation ETF position peaked at $805K in Q3 2022.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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