SYM Financial Corp’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Hold	781	–	–	0.02%	266
2025 Q4	$233K	Hold	781	–	–	0.02%	281
2025 Q3	$231K	Hold	781	–	–	0.02%	282
2025 Q2	$219K	Hold	781	–	–	0.02%	291
2025 Q1	$193K	Hold	781	–	–	0.02%	268
2024 Q4	$199K	Hold	781	–	–	0.03%	238
2024 Q3	$203K	Hold	781	–	–	0.03%	178
2024 Q2	$184K	Hold	781	–	–	0.03%	161
2024 Q1	$191K	Sell	781 -48	-6%	-$10.9K	0.03%	96
2023 Q4	$183K	Sell	829 -206	-20%	-$41.5K	0.03%	106
2023 Q3	$202K	Hold	1,035	–	–	0.04%	89
2023 Q2	$213K	Sell	1,035 -206	-17%	-$39.4K	0.04%	60
2023 Q1	$236K	Hold	1,241	–	–	0.05%	51
2022 Q4	$227K	Hold	1,241	–	–	0.05%	57
2022 Q3	$196K	Hold	1,241	–	–	0.09%	59
2022 Q2	$203K	Buy	1,241 +206	+20%	+$36.5K	0.1%	58
2022 Q1	$201K	Buy	1,035 +206	+25%	+$39.6K	0.09%	58
2021 Q4	$168K	Hold	829	–	–	0.07%	59
2021 Q3	$156K	Hold	829	–	–	0.09%	57
2021 Q2	$163K	Hold	829	–	–	0.09%	51
2021 Q1	$157K	Hold	829	–	–	0.09%	51
2020 Q4	$141K	Sell	829 -62	-7%	-$9.92K	0.1%	46
2020 Q3	$129K	Buy	891 +62	+7%	+$8.74K	0.1%	42
2020 Q2	$108K	Hold	829	–	–	0.09%	42
2020 Q1	$91K	Hold	829	–	–	0.09%	46
2019 Q4	$128K	Hold	829	–	–	0.08%	54
2019 Q3	$121K	Hold	829	–	–	0.08%	47
2019 Q2	$121K	Hold	829	–	–	0.08%	48
2019 Q1	$116K	Hold	829	–	–	0.07%	47
2018 Q4	$100K	Hold	829	–	–	0.04%	52
2018 Q3	$122K	Hold	829	–	–	0.07%	52
2018 Q2	$113K	Buy	+829	New	+$116K	0.07%	36

Other funds holding VIS

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

SYM Financial Corp held its Vanguard Industrials ETF (VIS) position steady in Q1 2026 at 781 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #266.

SYM Financial Corp first reported a position in VIS in Q2 2018 and has held it in 32 quarters since. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

SYM Financial Corp held 781 shares of Vanguard Industrials ETF worth $244K as of Q1 2026.
SYM Financial Corp left its Vanguard Industrials ETF share count unchanged in Q1 2026.
Vanguard Industrials ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #266 holding.
SYM Financial Corp first reported a position in Vanguard Industrials ETF in Q2 2018 and has held it in 32 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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