SYM Financial Corp
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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
Q3 		$363K Sell
4,624
-4
-0.1% -$325 0.03% 232
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

Creative Planning
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US Bancorp
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.09% in Q3 2026, selling an estimated $325 and leaving 4,624 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #232.

SYM Financial Corp first reported a position in VO in Q2 2021 and has held it in 22 quarters since. The position peaked at $373K in Q2 2026. 1,667 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • SYM Financial Corp held 4,624 shares of Vanguard Morningstar Mid-Cap ETF worth $363K as of Q3 2026.
  • SYM Financial Corp sold 4 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $325.
  • Vanguard Morningstar Mid-Cap ETF made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #232 holding.
  • SYM Financial Corp first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2021 and has held it in 22 quarters since.
  • SYM Financial Corp's Vanguard Morningstar Mid-Cap ETF position peaked at $373K in Q2 2026.
  • 1,667 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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