SYM FINANCIAL Corp

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 764739 WINONA LAKE, IN

Position in VIG

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$611,200

-$4,623 QoQ

Shares Held

2,842

+1.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$611,200	2,842	+1.4%	Shares	Sole	2026-05-08
2025-12-31	$615,823	2,802	-19.9%	Shares	Sole	2026-02-13
2025-09-30	$754,833	3,498	0.0%	Shares	Sole	2025-11-03
2025-06-30	$715,935	3,498	-1.7%	Shares	Sole	2025-08-01
2025-03-31	$690,216	3,558	-1.0%	Shares	Sole	2025-05-06
2024-12-31	$703,813	3,594	-2.5%	Shares	Sole	2025-01-24
2024-09-30	$730,445	3,688	0.0%	Shares	Sole	2024-11-14
2024-06-30	$673,244	3,688	+29.3%	Shares	Sole	2024-08-08
2024-03-31	$520,803	2,852	-18.2%	Shares	Sole	2024-05-06
2023-12-31	$593,844	3,485	+5.8%	Shares	Sole	2024-02-06
2023-09-30	$511,821	3,294	+49.4%	Shares	Sole	2023-10-27
2023-06-30	$358,158	2,205	-17.7%	Shares	Sole	2023-08-02
2023-03-31	$412,592	2,679	-22.7%	Shares	Sole	2023-05-02
2022-12-31	$526,463	3,467	-41.8%	Shares	Sole	2023-01-19
2022-09-30	$805,418	5,959	+103.2%	Shares	Sole	2022-10-28
2022-06-30	$420,654	2,932	+5.8%	Shares	Sole	2022-07-19
2022-03-31	$449,345	2,771	+7.6%	Shares	Sole	2022-04-22
2021-12-31	$442,428	2,576	0.0%	Shares	Sole	2022-02-03
2021-09-30	$395,673	2,576	0.0%	Shares	Sole	2021-10-15
2021-06-30	$398,739	2,576	-2.8%	Shares	Sole	2021-07-20
2021-03-31	$389,909	2,651	-2.0%	Shares	Sole	2021-04-19
2020-12-31	$382,006	2,706	+60.5%	Shares	Sole	2021-01-26
2020-09-30	$216,920	1,686	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.