SYM Financial Corp’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$986K	Buy	1,435 +304	+27%	+$203K	0.08%	72
2026 Q1	$676K	Sell	1,131 -32	-3%	-$20K	0.07%	90
2025 Q4	$729K	Buy	1,163 +259	+29%	+$161K	0.07%	76
2025 Q3	$554K	Sell	904 -419	-32%	-$247K	0.06%	104
2025 Q2	$751K	Sell	1,323 -467	-26%	-$245K	0.08%	82
2025 Q1	$920K	Buy	1,790 +1,262	+239%	+$682K	0.11%	56
2024 Q4	$285K	Sell	528 -93	-15%	-$50.4K	0.04%	166
2024 Q3	$328K	Buy	621 +120	+24%	+$61K	0.04%	110
2024 Q2	$251K	Sell	501 -61	-11%	-$29.4K	0.04%	117
2024 Q1	$270K	Sell	562 -1,391	-71%	-$637K	0.04%	81
2023 Q4	$853K	Sell	1,953 -161	-8%	-$65.9K	0.14%	36
2023 Q3	$830K	Buy	2,114 +1,975	+1,421%	+$808K	0.15%	32
2023 Q2	$56.6K	Sell	139 -155	-53%	-$59.8K	0.01%	81
2023 Q1	$111K	Sell	294 -618	-68%	-$227K	0.02%	67
2022 Q4	$320K	Buy	912 +712	+356%	+$252K	0.08%	46
2022 Q3	$66K	Sell	200 -43	-18%	-$15.7K	0.03%	68
2022 Q2	$84K	Buy	243 +109	+81%	+$41.1K	0.04%	70
2022 Q1	$56K	Buy	134 +105	+362%	+$43K	0.02%	76
2021 Q4	$13K	Sell	29 -25	-46%	-$10.6K	0.01%	97
2021 Q3	$21K	Buy	54 +25	+86%	+$10.1K	0.01%	96
2021 Q2	$11K	Buy	29 +28	+2,800%	+$10.7K	0.01%	83
2021 Q1	$0	Buy	+1	New	+$355	﹤0.01%	94
2019 Q1	–	Sell	-79	Closed	-$18K	–	81
2018 Q4	$18K	Buy	+79	New	+$19.6K	0.01%	71

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

SYM Financial Corp increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q2 2026, buying an estimated $203K and bringing the position to 1,435 shares worth $986K. The position accounts for 0.08% of the portfolio, ranked #72.

SYM Financial Corp first reported a position in VOO in Q4 2018 and has held it in 23 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SYM Financial Corp held 1,435 shares of Vanguard S&P 500 ETF worth $986K as of Q2 2026.
SYM Financial Corp bought 304 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $203K.
Vanguard S&P 500 ETF made up 0.08% of SYM Financial Corp's portfolio in Q2 2026, its #72 holding.
SYM Financial Corp first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 23 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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