SYM Financial Corp’s Vanguard Morningstar 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 Q2	$373K	Sell	4,628 -80	-2%	-$6.2K	0.03%	205
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SYM Financial Corp's VO Position: Q2 2026 in Review

SYM Financial Corp reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, selling an estimated $6.2K and leaving 4,628 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #205.

SYM Financial Corp first reported a position in VO in Q2 2021 and has held it in 21 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SYM Financial Corp held 4,628 shares of Vanguard Morningstar Mid-Cap ETF worth $373K as of Q2 2026.
SYM Financial Corp sold 80 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #205 holding.
SYM Financial Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.