SYM Financial Corp’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SYM Financial Corp’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$486K	Buy	5,644 +3,832	+211%	+$322K	0.04%	156
2026 Q1	$132K	Sell	1,812 -306	-14%	-$23.8K	0.01%	334
2025 Q4	$172K	Hold	2,118	–	–	0.02%	330
2025 Q3	$169K	Hold	2,118	–	–	0.02%	326
2025 Q2	$155K	Buy	2,118 +1,398	+194%	+$92K	0.02%	319
2025 Q1	$44.5K	Hold	720	–	–	0.01%	313
2024 Q4	$49.3K	Hold	720	–	–	0.01%	279
2024 Q3	$46.1K	Hold	720	–	–	0.01%	224
2024 Q2	$44.9K	Buy	720 +198	+38%	+$11.5K	0.01%	211
2024 Q1	$29.9K	Hold	522	–	–	﹤0.01%	138
2023 Q4	$27K	Buy	522 +30	+6%	+$1.45K	﹤0.01%	157
2023 Q3	$22.3K	Buy	492 +372	+310%	+$17.6K	﹤0.01%	147
2023 Q2	$5.66K	Buy	+120	New	+$5.2K	﹤0.01%	106
2023 Q1	–	Sell	-1,080	Closed	-$38.4K	–	125
2022 Q4	$38.4K	Buy	+1,080	New	+$39.7K	0.01%	88
2018 Q1	–	Sell	-762	Closed	-$18K	–	80
2017 Q4	$18K	Buy	+762	New	+$17.5K	0.01%	65

Other funds holding VUG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

SYM Financial Corp increased its Vanguard Morningstar Growth ETF (VUG) stake by 211% in Q2 2026, buying an estimated $322K and bringing the position to 5,644 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #156.

SYM Financial Corp first reported a position in VUG in Q4 2017 and has held it in 15 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

SYM Financial Corp held 5,644 shares of Vanguard Morningstar Growth ETF worth $486K as of Q2 2026.
SYM Financial Corp bought 3,832 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $322K.
Vanguard Morningstar Growth ETF made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #156 holding.
SYM Financial Corp first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 15 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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