SFC
VTV icon

SYM Financial Corp’s Vanguard Value ETF VTV Stock Holding History

SYM Financial Corp’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.7K Hold
228
– – ﹤0.01% 364
2025
Q4 		$43.5K Buy
228
+161
+240% +$30.3K ﹤0.01% 364
2025
Q3 		$12.5K Hold
67
– – ﹤0.01% 391
2025
Q2 		$11.8K Hold
67
– – ﹤0.01% 396
2025
Q1 		$11.6K Sell
67
-94
-58% -$16.4K ﹤0.01% 335
2024
Q4 		$27.3K Buy
161
+94
+140% +$16.5K ﹤0.01% 297
2024
Q3 		$11.7K Hold
67
– – ﹤0.01% 251
2024
Q2 		$10.7K Buy
67
+35
+109% +$5.59K ﹤0.01% 240
2024
Q1 		$5.21K Buy
+32
New +$4.93K ﹤0.01% 159
2023
Q4 		– Sell
-104
Closed -$14.3K – 205
2023
Q3 		$14.3K Buy
+104
New +$14.9K ﹤0.01% 154
2023
Q1 		– Sell
-400
Closed -$56.1K – 124
2022
Q4 		$56.1K Buy
+400
New +$55.1K 0.01% 80
2022
Q2 		– Sell
-6
Closed -$1K – 130
2022
Q1 		$1K Buy
+6
New +$875 ﹤0.01% 113
2021
Q1 		– Sell
-21
Closed -$2K – 95
2020
Q4 		$2K Hold
21
– – ﹤0.01% 76
2020
Q3 		$2K Buy
+21
New +$2.2K ﹤0.01% 77
2019
Q1 		– Sell
-119
Closed -$12K – 82
2018
Q4 		$12K Hold
119
– – ﹤0.01% 75
2018
Q3 		$13K Hold
119
– – 0.01% 78
2018
Q2 		$12K Hold
119
– – 0.01% 62
2018
Q1 		$12K Sell
119
-1
-0.8% -$107 0.01% 55
2017
Q4 		$13K Buy
+120
New +$12.4K 0.01% 68

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

SYM Financial Corp's VTV Position: Q1 2026 in Review

SYM Financial Corp held its Vanguard Value ETF (VTV) position steady in Q1 2026 at 228 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

SYM Financial Corp first reported a position in VTV in Q4 2017 and has held it in 19 quarters since. The position peaked at $56.1K in Q4 2022. 2,699 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • SYM Financial Corp held 228 shares of Vanguard Value ETF worth $44.7K as of Q1 2026.
  • SYM Financial Corp left its Vanguard Value ETF share count unchanged in Q1 2026.
  • Vanguard Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #364 holding.
  • SYM Financial Corp first reported a position in Vanguard Value ETF in Q4 2017 and has held it in 19 quarters since.
  • SYM Financial Corp's Vanguard Value ETF position peaked at $56.1K in Q4 2022.
  • 2,699 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.