SYM Financial Corp
VUG icon

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
Q3 		$509K Hold
5,644
– – 0.04% 163
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

SYM Financial Corp held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2026 at 5,644 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #163.

SYM Financial Corp first reported a position in VUG in Q4 2017 and has held it in 16 quarters since. 1,918 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • SYM Financial Corp held 5,644 shares of Vanguard Morningstar Growth ETF worth $509K as of Q3 2026.
  • SYM Financial Corp left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Growth ETF made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #163 holding.
  • SYM Financial Corp first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 16 quarters since.
  • 1,918 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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