Vanguard Personalized Indexing Management
SYM icon

Vanguard Personalized Indexing Management’s Symbotic SYM Stock Holding History

Vanguard Personalized Indexing Management’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
2026
Q2 		$242K Sell
5,374
-1,240
-19% -$63.2K ﹤0.01% 1820
2026
Q1 		$352K Buy
6,614
+188
+3% +$10.8K ﹤0.01% 1514
2025
Q4 		$382K Buy
6,426
+71
+1% +$4.69K ﹤0.01% 1392
2025
Q3 		$343K Buy
6,355
+1,068
+20% +$54K ﹤0.01% 1438
2025
Q2 		$205K Buy
+5,287
New +$138K ﹤0.01% 1618

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Personalized Indexing Management's SYM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Symbotic (SYM) stake by 19% in Q2 2026, selling an estimated $63.2K and leaving 5,374 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Vanguard Personalized Indexing Management first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $382K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 5,374 shares of Symbotic worth $242K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,240 Symbotic shares in Q2 2026, an estimated $63.2K.
  • Symbotic made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1820 holding.
  • Vanguard Personalized Indexing Management first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Vanguard Personalized Indexing Management's Symbotic position peaked at $382K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.