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SYM Financial Corp’s Vanguard Total World Stock ETF VT Stock Holding History

SYM Financial Corp’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Sell
64,497
-148
-0.2% -$22.6K 0.81% 14
2026
Q1 		$8.94M Buy
64,645
+1,912
+3% +$275K 0.89% 13
2025
Q4 		$8.85M Buy
62,733
+1,325
+2% +$185K 0.91% 14
2025
Q3 		$8.46M Buy
61,408
+1,192
+2% +$158K 0.91% 14
2025
Q2 		$7.74M Buy
60,216
+1,027
+2% +$123K 0.87% 14
2025
Q1 		$6.86M Buy
59,189
+148
+0.3% +$17.7K 0.85% 15
2024
Q4 		$6.94M Buy
59,041
+1,783
+3% +$214K 0.9% 16
2024
Q3 		$6.85M Buy
57,258
+846
+1% +$97.3K 0.92% 11
2024
Q2 		$6.35M Buy
56,412
+2,509
+5% +$277K 1.01% 11
2024
Q1 		$5.96M Buy
53,903
+4,020
+8% +$425K 0.98% 11
2023
Q4 		$5.13M Buy
49,883
+5,400
+12% +$520K 0.83% 13
2023
Q3 		$4.14M Buy
44,483
+1,593
+4% +$155K 0.74% 14
2023
Q2 		$4.16M Buy
42,890
+1,024
+2% +$96K 0.84% 12
2023
Q1 		$3.86M Buy
41,866
+815
+2% +$73.8K 0.85% 12
2022
Q4 		$3.54M Buy
41,051
+1,488
+4% +$127K 0.84% 12
2022
Q3 		$3.12M Buy
39,563
+2,665
+7% +$234K 1.51% 9
2022
Q2 		$3.15M Buy
36,898
+3,680
+11% +$340K 1.49% 8
2022
Q1 		$3.37M Buy
33,218
+1,756
+6% +$178K 1.45% 8
2021
Q4 		$3.38M Buy
31,462
+533
+2% +$56.6K 1.32% 9
2021
Q3 		$3.15M Buy
30,929
+1,103
+4% +$116K 1.85% 6
2021
Q2 		$3.09M Buy
29,826
+1,002
+3% +$102K 1.76% 7
2021
Q1 		$2.8M Buy
28,824
+677
+2% +$65.1K 1.61% 8
2020
Q4 		$2.61M Sell
28,147
-31
-0.1% -$2.69K 1.91% 6
2020
Q3 		$2.27M Sell
28,178
-283
-1% -$22.7K 1.7% 7
2020
Q2 		$2.13M Sell
28,461
-47,533
-63% -$3.35M 1.72% 7
2020
Q1 		$4.77M Buy
75,994
+25,056
+49% +$1.89M 4.8% 6
2019
Q4 		$4.13M Sell
50,938
-4,629
-8% -$360K 2.72% 6
2019
Q3 		$4.16M Sell
55,567
-153
-0.3% -$11.4K 2.78% 6
2019
Q2 		$4.19M Sell
55,720
-542
-1% -$40.2K 2.69% 6
2019
Q1 		$4.12M Sell
56,262
-22,026
-28% -$1.56M 2.6% 4
2018
Q4 		$5.13M Buy
+78,288
New +$5.48M 2.04% 5

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Total World Stock ETF (VT) stake by 0.23% in Q2 2026, selling an estimated $22.6K and leaving 64,497 shares worth $10.1M. The position accounts for 0.81% of the portfolio, ranked #14.

SYM Financial Corp first reported a position in VT in Q4 2018 and has held it in 31 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • SYM Financial Corp held 64,497 shares of Vanguard Total World Stock ETF worth $10.1M as of Q2 2026.
  • SYM Financial Corp sold 148 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard Total World Stock ETF made up 0.81% of SYM Financial Corp's portfolio in Q2 2026, its #14 holding.
  • SYM Financial Corp first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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