SYM Financial Corp’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.56K	Hold	35	–	–	﹤0.01%	411
2025 Q4	$1.6K	Buy	+35	New	+$1.65K	﹤0.01%	415
2025 Q3	–	Sell	-5	Closed	-$230	–	470
2025 Q2	$230	Buy	+5	New	+$216	﹤0.01%	420
2024 Q2	–	Sell	-107	Closed	-$4.51K	–	277
2024 Q1	$4.51K	Buy	+107	New	+$4.37K	﹤0.01%	162
2023 Q3	–	Sell	-5	Closed	-$201	–	199
2023 Q2	$201	Buy	+5	New	+$205	﹤0.01%	126

Other funds holding VNQI

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

SYM Financial Corp held its Vanguard Global ex-US Real Estate ETF (VNQI) position steady in Q1 2026 at 35 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

SYM Financial Corp first reported a position in VNQI in Q2 2023 and has held it in 5 quarters since. The position peaked at $4.51K in Q1 2024. 372 funds tracked by Wall St. Rank hold VNQI as of Q1 2026.

SYM Financial Corp held 35 shares of Vanguard Global ex-US Real Estate ETF worth $1.56K as of Q1 2026.
SYM Financial Corp left its Vanguard Global ex-US Real Estate ETF share count unchanged in Q1 2026.
Vanguard Global ex-US Real Estate ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #411 holding.
SYM Financial Corp first reported a position in Vanguard Global ex-US Real Estate ETF in Q2 2023 and has held it in 5 quarters since.
SYM Financial Corp's Vanguard Global ex-US Real Estate ETF position peaked at $4.51K in Q1 2024.
372 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2026.

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