SYM Financial Corp’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Growth ETF (VUG) stake by 14% in Q1 2026, selling an estimated $23.8K and leaving 1,812 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #334.

SYM Financial Corp first reported a position in VUG in Q4 2017 and has held it in 14 quarters since. The position peaked at $172K in Q4 2025. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

SYM Financial Corp held 1,812 shares of Vanguard Growth ETF worth $132K as of Q1 2026.
SYM Financial Corp sold 306 Vanguard Growth ETF shares in Q1 2026, an estimated $23.8K.
Vanguard Growth ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #334 holding.
SYM Financial Corp first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 14 quarters since.
SYM Financial Corp's Vanguard Growth ETF position peaked at $172K in Q4 2025.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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