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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

SYM Financial Corp opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2026: 2 shares worth $309. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in VSS as recently as Q4 2024.

SYM Financial Corp first reported a position in VSS in Q2 2021 and has held it in 9 quarters since. The position peaked at $70K in Q4 2021. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

SYM Financial Corp held 2 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $309 as of Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new SYM Financial Corp position in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #530 holding.
SYM Financial Corp first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and has held it in 9 quarters since.
SYM Financial Corp's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $70K in Q4 2021.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

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