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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SYM Financial Corp increased its Vanguard Morningstar Value ETF (VTV) stake by 14% in Q2 2026, buying an estimated $6.47K and bringing the position to 259 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

SYM Financial Corp first reported a position in VTV in Q4 2017 and has held it in 20 quarters since. 2,802 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

SYM Financial Corp held 259 shares of Vanguard Morningstar Value ETF worth $56.4K as of Q2 2026.
SYM Financial Corp bought 31 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $6.47K.
Vanguard Morningstar Value ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #431 holding.
SYM Financial Corp first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and has held it in 20 quarters since.
2,802 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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