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SYM Financial Corp’s Vanguard Mid-Cap ETF VO Stock Holding History

SYM Financial Corp’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$338K Hold
4,708
– – 0.03% 201
2025
Q4 		$342K Buy
4,708
+168
+4% +$12.2K 0.04% 195
2025
Q3 		$333K Sell
4,540
-240
-5% -$17.2K 0.04% 196
2025
Q2 		$334K Hold
4,780
– – 0.04% 181
2025
Q1 		$309K Sell
4,780
-380
-7% -$25.5K 0.04% 166
2024
Q4 		$341K Buy
5,160
+380
+8% +$25.8K 0.04% 137
2024
Q3 		$315K Sell
4,780
-72
-1% -$4.52K 0.04% 112
2024
Q2 		$294K Buy
4,852
+72
+2% +$4.38K 0.05% 100
2024
Q1 		$299K Hold
4,780
– – 0.05% 74
2023
Q4 		$278K Sell
4,780
-208
-4% -$11.1K 0.05% 79
2023
Q3 		$260K Buy
4,988
+4,708
+1,681% +$258K 0.05% 78
2023
Q2 		$15.4K Hold
280
– – ﹤0.01% 97
2023
Q1 		$14.8K Sell
280
-2,344
-89% -$125K ﹤0.01% 89
2022
Q4 		$134K Buy
2,624
+2,344
+837% +$119K 0.03% 69
2022
Q3 		$13K Hold
280
– – 0.01% 89
2022
Q2 		$14K Sell
280
-256
-48% -$13.8K 0.01% 95
2022
Q1 		$32K Buy
536
+280
+109% +$16.4K 0.01% 92
2021
Q4 		$16K Sell
256
-116
-31% -$7.27K 0.01% 95
2021
Q3 		$22K Buy
372
+116
+45% +$7.01K 0.01% 94
2021
Q2 		$15K Buy
+256
New +$14.8K 0.01% 82

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

SYM Financial Corp held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 4,708 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #201.

SYM Financial Corp first reported a position in VO in Q2 2021 and has held it in 20 quarters since. The position peaked at $342K in Q4 2025. 2,387 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • SYM Financial Corp held 4,708 shares of Vanguard Mid-Cap ETF worth $338K as of Q1 2026.
  • SYM Financial Corp left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap ETF made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #201 holding.
  • SYM Financial Corp first reported a position in Vanguard Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • SYM Financial Corp's Vanguard Mid-Cap ETF position peaked at $342K in Q4 2025.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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