SYM Financial Corp
VOT icon

SYM Financial Corp’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

SYM Financial Corp’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.6K Buy
+74
New +$22.2K ﹤0.01% 494
2024
Q3 		– Sell
-8
Closed -$1.84K – 296
2024
Q2 		$1.84K Buy
+8
New +$1.84K ﹤0.01% 258
2024
Q1 		– Sell
-550
Closed -$121K – 189
2023
Q4 		$121K Hold
550
– – 0.02% 114
2023
Q3 		$107K Buy
+550
New +$112K 0.02% 106

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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

SYM Financial Corp opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026: 74 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in VOT as recently as Q2 2024.

SYM Financial Corp first reported a position in VOT in Q3 2023 and has held it in 4 quarters since. The position peaked at $121K in Q4 2023. 694 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • SYM Financial Corp held 74 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $21.6K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new SYM Financial Corp position in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #494 holding.
  • SYM Financial Corp first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 4 quarters since.
  • SYM Financial Corp's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $121K in Q4 2023.
  • 694 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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