SYM Financial Corp’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-404	Closed	-$33.3K	–	450
2025 Q1	$33.3K	Buy	+404	New	+$33.8K	﹤0.01%	319
2021 Q4	–	Sell	-3,218	Closed	-$221K	–	120
2021 Q3	$221K	Hold	3,218	–	–	0.13%	48
2021 Q2	$224K	Hold	3,218	–	–	0.13%	42
2021 Q1	$214K	Buy	+3,218	New	+$204K	0.12%	42
2020 Q4	–	Sell	-4,080	Closed	-$212K	–	93
2020 Q3	$212K	Buy	+4,080	New	+$212K	0.16%	28
2020 Q1	–	Sell	-982	Closed	-$59K	–	96
2019 Q4	$59K	Buy	+982	New	+$56.7K	0.04%	63
2019 Q1	–	Sell	-4,706	Closed	-$228K	–	80
2018 Q4	$228K	Buy	+4,706	New	+$247K	0.09%	37

Other funds holding VONV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SYM Financial Corp's VONV Position: Q2 2025 in Review

SYM Financial Corp sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2025, closing a stake of 404 shares — an estimated $33.3K sold.

SYM Financial Corp first reported a position in VONV in Q4 2018 and held it in 7 quarters. The position peaked at $228K in Q4 2018. 478 funds tracked by Wall St. Rank hold VONV as of Q2 2025.

SYM Financial Corp reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
SYM Financial Corp sold 404 Vanguard Russell 1000 Value ETF shares in Q2 2025, an estimated $33.3K.
SYM Financial Corp first reported a position in Vanguard Russell 1000 Value ETF in Q4 2018 and held it in 7 quarters.
SYM Financial Corp's Vanguard Russell 1000 Value ETF position peaked at $228K in Q4 2018.
478 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2025.

Based on SYM Financial Corp's 13F filing for Q2 2025, filed 1 Aug 2025.