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SYM FINANCIAL Corp

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 764739 WINONA LAKE, IN

Position in VB

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$143,270
-$80,888 QoQ
Shares Held
547
-37.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VB Over Time

Shares Held

Position Value (USD)

All Filings in VB

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $143,270 547
2025-12-31 $224,158 869
2025-09-30 $220,969 869
2025-06-30 $205,935 869
2025-03-31 $210,219 948
2024-12-31 $45,653 190
2024-09-30 $42,697 180
2024-06-30 $43,389 199
2024-03-31 $41,146 180
2023-12-31 $38,399 180
2023-09-30 $34,032 180
2023-06-30 $109,787 552
2023-03-31 $14,217 75
2022-12-31 $13,765 75
2022-09-30 $12,818 75
2022-06-30 $13,208 75
2022-03-31 $24,439 115
2021-12-31 $14,916 66
2021-09-30 $19,461 89
2021-06-30 $14,868 66
2020-09-30 $11,227 73