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SYM Financial Corp’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

SYM Financial Corp’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Sell
114,517
-2,139
-2% -$237K 1.08% 10
2026
Q1 		$11.9M Sell
116,656
-3,784
-3% -$393K 1.19% 10
2025
Q4 		$11.8M Sell
120,440
-4,731
-4% -$456K 1.21% 11
2025
Q3 		$11.9M Sell
125,171
-11,067
-8% -$1.01M 1.28% 10
2025
Q2 		$11.7M Buy
136,238
+709
+0.5% +$57.6K 1.3% 10
2025
Q1 		$11.4M Sell
135,529
-2,554
-2% -$232K 1.4% 10
2024
Q4 		$12.9M Sell
138,083
-2,049
-1% -$195K 1.67% 9
2024
Q3 		$13M Sell
140,132
-7,218
-5% -$645K 1.73% 9
2024
Q2 		$12.3M Sell
147,350
-9,932
-6% -$841K 1.97% 9
2024
Q1 		$13.9M Sell
157,282
-6,785
-4% -$579K 2.29% 9
2023
Q4 		$14.5M Sell
164,067
-10,653
-6% -$838K 2.35% 9
2023
Q3 		$13.5M Sell
174,720
-105
-0.1% -$8.64K 2.39% 10
2023
Q2 		$14.4M Sell
174,825
-6,378
-4% -$504K 2.91% 8
2023
Q1 		$14.6M Sell
181,203
-1,859
-1% -$157K 3.23% 8
2022
Q4 		$14.4M Buy
+183,062
New +$14.6M 3.42% 8

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.8% in Q2 2026, selling an estimated $237K and leaving 114,517 shares worth $13.4M. The position accounts for 1.08% of the portfolio, ranked #10.

SYM Financial Corp first reported a position in VIOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.6M in Q1 2023. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • SYM Financial Corp held 114,517 shares of Vanguard S&P Small-Cap 600 Value ETF worth $13.4M as of Q2 2026.
  • SYM Financial Corp sold 2,139 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $237K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 1.08% of SYM Financial Corp's portfolio in Q2 2026, its #10 holding.
  • SYM Financial Corp first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • SYM Financial Corp's Vanguard S&P Small-Cap 600 Value ETF position peaked at $14.6M in Q1 2023.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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