Vanguard Group

Vanguard Group’s Symbotic SYM Stock Holding History

Vanguard Group’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$412M	Buy	6,932,158 +2,237,137	+48%	+$148M	0.01%	1164
2025 Q3	$253M	Buy	4,695,021 +98,384	+2%	+$4.97M	﹤0.01%	1426
2025 Q2	$179M	Buy	4,596,637 +23,241	+0.5%	+$609K	﹤0.01%	1557
2025 Q1	$92.4M	Sell	4,573,396 -396,896	-8%	-$10.1M	﹤0.01%	1831
2024 Q4	$118M	Buy	4,970,292 +1,452,627	+41%	+$41.3M	﹤0.01%	1799
2024 Q3	$85.8M	Buy	3,517,665 +342,846	+11%	+$9.31M	﹤0.01%	1941
2024 Q2	$112M	Buy	3,174,819 +748,399	+31%	+$30.3M	﹤0.01%	1781
2024 Q1	$109M	Buy	2,426,420 +345,386	+17%	+$15.1M	﹤0.01%	1816
2023 Q4	$107M	Buy	2,081,034 +40,699	+2%	+$1.78M	﹤0.01%	1834
2023 Q3	$68.2M	Sell	2,040,335 -60,679	-3%	-$2.5M	﹤0.01%	1992
2023 Q2	$89.9M	Buy	2,101,014 +797,078	+61%	+$26.2M	﹤0.01%	1913
2023 Q1	$29.8M	Buy	1,303,936 +1,167,773	+858%	+$19.5M	﹤0.01%	2416
2022 Q4	$1.63M	Buy	136,163 +3,763	+3%	+$43.8K	﹤0.01%	3742
2022 Q3	$1.52M	Buy	+132,400	New	+$1.95M	﹤0.01%	3855

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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