SYM Financial Corp’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12	Closed	-$1.37K	–	389
2024 Q4	$1.37K	Buy	+12	New	+$1.44K	﹤0.01%	325
2023 Q1	–	Sell	-234	Closed	-$24.1K	–	123
2022 Q4	$24.1K	Sell	234 -71	-23%	-$7.14K	0.01%	98
2022 Q3	$28K	Hold	305	–	–	0.01%	84
2022 Q2	$31K	Hold	305	–	–	0.01%	86
2022 Q1	$38K	Sell	305 -216	-41%	-$27.1K	0.02%	86
2021 Q4	$70K	Hold	521	–	–	0.03%	72
2021 Q3	$70K	Buy	521 +305	+141%	+$42K	0.04%	73
2021 Q2	$29K	Buy	+216	New	+$29.2K	0.02%	78

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

SYM Financial Corp's VSS Position: Q1 2025 in Review

SYM Financial Corp sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 12 shares — an estimated $1.37K sold.

SYM Financial Corp first reported a position in VSS in Q2 2021 and held it in 8 quarters. The position peaked at $70K in Q4 2021. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

SYM Financial Corp reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
SYM Financial Corp sold 12 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $1.37K.
SYM Financial Corp first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and held it in 8 quarters.
SYM Financial Corp's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $70K in Q4 2021.
618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on SYM Financial Corp's 13F filing for Q1 2025, filed 6 May 2025.