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
2026 Q3	–	Sell	-2	Closed	-$309	–	603
2026 Q2	$309	Buy	+2	New	+$314	﹤0.01%	530
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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

SYM Financial Corp sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2026, closing a stake of 2 shares — an estimated $309 sold.

SYM Financial Corp first reported a position in VSS in Q2 2021 and held it in 9 quarters. The position peaked at $70K in Q4 2021. 446 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

SYM Financial Corp reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 2 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $309.
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 9 quarters.
SYM Financial Corp's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $70K in Q4 2021.
446 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

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