SYM Financial Corp
VMBS icon

SYM Financial Corp’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

SYM Financial Corp’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-467
Closed -$21.9K – 602
2026
Q2 		$21.9K Buy
+467
New +$21.9K ﹤0.01% 464
2021
Q4 		– Sell
-75
Closed -$4K – 119
2021
Q3 		$4K Buy
+75
New +$4.01K ﹤0.01% 108
2020
Q1 		– Sell
-95
Closed -$5K – 95
2019
Q4 		$5K Buy
+95
New +$5.05K ﹤0.01% 92

Other funds holding VMBS

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

SYM Financial Corp's VMBS Position: Q3 2026 in Review

SYM Financial Corp sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q3 2026, closing a stake of 467 shares — an estimated $21.9K sold.

SYM Financial Corp first reported a position in VMBS in Q4 2019 and held it in 3 quarters. The position peaked at $21.9K in Q2 2026. 407 funds tracked by Wall St. Rank hold VMBS as of Q3 2026.

  • SYM Financial Corp reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • SYM Financial Corp sold 467 Vanguard Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $21.9K.
  • SYM Financial Corp first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2019 and held it in 3 quarters.
  • SYM Financial Corp's Vanguard Mortgage-Backed Securities ETF position peaked at $21.9K in Q2 2026.
  • 407 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.