SFC
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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q1 2026, selling an estimated $20K and leaving 1,131 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #90.

SYM Financial Corp first reported a position in VOO in Q4 2018 and has held it in 22 quarters since. The position peaked at $920K in Q1 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • SYM Financial Corp held 1,131 shares of Vanguard S&P 500 ETF worth $676K as of Q1 2026.
  • SYM Financial Corp sold 32 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $20K.
  • Vanguard S&P 500 ETF made up 0.07% of SYM Financial Corp's portfolio in Q1 2026, its #90 holding.
  • SYM Financial Corp first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 22 quarters since.
  • SYM Financial Corp's Vanguard S&P 500 ETF position peaked at $920K in Q1 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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