SYM Financial Corp
VXF icon

SYM Financial Corp’s Vanguard Extended Market ETF VXF Stock Holding History

SYM Financial Corp’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$140K Sell
604
-7
-1% -$1.68K 0.01% 429
2026
Q2 		$150K Buy
611
+84
+16% +$19.2K 0.01% 395
2026
Q1 		$108K Hold
527
– – 0.01% 344
2025
Q4 		$110K Sell
527
-864
-62% -$181K 0.01% 344
2025
Q3 		$291K Hold
1,391
– – 0.03% 227
2025
Q2 		$268K Hold
1,391
– – 0.03% 235
2025
Q1 		$240K Hold
1,391
– – 0.03% 218
2024
Q4 		$264K Sell
1,391
-622
-31% -$120K 0.03% 174
2024
Q3 		$366K Hold
2,013
– – 0.05% 98
2024
Q2 		$340K Hold
2,013
– – 0.05% 87
2024
Q1 		$353K Buy
+2,013
New +$334K 0.06% 63
2023
Q4 		– Sell
-24
Closed -$3.44K – 206
2023
Q3 		$3.44K Buy
24
+1
+4% +$150 ﹤0.01% 177
2023
Q2 		$3.42K Buy
+23
New +$3.23K ﹤0.01% 111
2021
Q4 		– Sell
-591
Closed -$108K – 122
2021
Q3 		$108K Buy
+591
New +$110K 0.06% 66
2021
Q1 		– Sell
-32
Closed -$5K – 96
2020
Q4 		$5K Buy
+32
New +$4.74K ﹤0.01% 73
2018
Q1 		– Sell
-3,407
Closed -$381K – 81
2017
Q4 		$381K Buy
+3,407
New +$373K 0.17% 22

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LPL Financial
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Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Extended Market ETF (VXF) stake by 1.1% in Q3 2026, selling an estimated $1.68K and leaving 604 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #429.

SYM Financial Corp first reported a position in VXF in Q4 2017 and has held it in 16 quarters since. The position peaked at $381K in Q4 2017. 651 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • SYM Financial Corp held 604 shares of Vanguard Extended Market ETF worth $140K as of Q3 2026.
  • SYM Financial Corp sold 7 Vanguard Extended Market ETF shares in Q3 2026, an estimated $1.68K.
  • Vanguard Extended Market ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #429 holding.
  • SYM Financial Corp first reported a position in Vanguard Extended Market ETF in Q4 2017 and has held it in 16 quarters since.
  • SYM Financial Corp's Vanguard Extended Market ETF position peaked at $381K in Q4 2017.
  • 651 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

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