SYM Financial Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	-$477	–	469
2025 Q2	$477	Sell	5 -2	-29%	-$176	﹤0.01%	418
2025 Q1	$634	Sell	7 -9	-56%	-$817	﹤0.01%	349
2024 Q4	$1.43K	Sell	16 -26,184	-100%	-$2.47M	﹤0.01%	323
2024 Q3	$2.55M	Buy	+26,200	New	+$2.41M	0.34%	30
2024 Q2	–	Sell	-59	Closed	-$5.1K	–	276
2024 Q1	$5.1K	Buy	+59	New	+$5.04K	﹤0.01%	160
2023 Q4	–	Sell	-144	Closed	-$10.9K	–	204
2023 Q3	$10.9K	Buy	144 +84	+140%	+$6.93K	﹤0.01%	158
2023 Q2	$5.01K	Buy	60 +24	+67%	+$1.97K	﹤0.01%	107
2023 Q1	$2.99K	Sell	36 -486	-93%	-$41.8K	﹤0.01%	101
2022 Q4	$43.1K	Buy	+522	New	+$43.3K	0.01%	84
2022 Q3	–	Sell	-18	Closed	-$2K	–	123
2022 Q2	$2K	Buy	+18	New	+$1.79K	﹤0.01%	112
2020 Q3	–	Sell	-118	Closed	-$9K	–	92
2020 Q2	$9K	Hold	118	–	–	0.01%	60
2020 Q1	$8K	Buy	+118	New	+$10.4K	0.01%	65

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

SYM Financial Corp's VNQ Position: Q3 2025 in Review

SYM Financial Corp sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 5 shares — an estimated $477 sold.

SYM Financial Corp first reported a position in VNQ in Q1 2020 and held it in 12 quarters. The position peaked at $2.55M in Q3 2024. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

SYM Financial Corp reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 5 Vanguard Real Estate ETF shares in Q3 2025, an estimated $477.
SYM Financial Corp first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 12 quarters.
SYM Financial Corp's Vanguard Real Estate ETF position peaked at $2.55M in Q3 2024.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.