SYM Financial Corp
VTV icon

SYM Financial Corp’s Vanguard Morningstar 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
Q3 		$49.3K Sell
228
-31
-12% -$6.89K ﹤0.01% 470
2026
Q2 		$56.4K Buy
259
+31
+14% +$6.47K ﹤0.01% 431
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Balentine LLC
Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Morningstar Value ETF (VTV) stake by 12% in Q3 2026, selling an estimated $6.89K and leaving 228 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

SYM Financial Corp first reported a position in VTV in Q4 2017 and has held it in 21 quarters since. The position peaked at $56.4K in Q2 2026. 1,874 funds tracked by Wall St. Rank hold VTV as of Q3 2026.

  • SYM Financial Corp held 228 shares of Vanguard Morningstar Value ETF worth $49.3K as of Q3 2026.
  • SYM Financial Corp sold 31 Vanguard Morningstar Value ETF shares in Q3 2026, an estimated $6.89K.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #470 holding.
  • SYM Financial Corp first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and has held it in 21 quarters since.
  • SYM Financial Corp's Vanguard Morningstar Value ETF position peaked at $56.4K in Q2 2026.
  • 1,874 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2026.

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