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 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

Other funds holding VXF

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SYM Financial Corp held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 527 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #344.

SYM Financial Corp first reported a position in VXF in Q4 2017 and has held it in 14 quarters since. The position peaked at $381K in Q4 2017. 1,003 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

SYM Financial Corp held 527 shares of Vanguard Extended Market ETF worth $108K as of Q1 2026.
SYM Financial Corp left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
Vanguard Extended Market ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #344 holding.
SYM Financial Corp first reported a position in Vanguard Extended Market ETF in Q4 2017 and has held it in 14 quarters since.
SYM Financial Corp's Vanguard Extended Market ETF position peaked at $381K in Q4 2017.
1,003 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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