VOE — VANGUARD INDEX FDS

Ownership history in SYM FINANCIAL Corp  ·  26 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in VANGUARD INDEX FDS (VOE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
13.23% (2022 Q4)
Avg. % of fund
5.69%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 559,120 +11,612 +2.1% 10.19% $99.2M $177.37
2025 Q3 ADDED 547,508 +19,089 +3.6% 10.23% $95.6M $173.67
2025 Q2 ADDED 528,419 +8,640 +1.7% 9.73% $86.9M $162.78
2025 Q1 ADDED 519,779 +10,990 +2.2% 10.28% $83.4M $158.07
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOE price (monthly, adj. close)

Other funds also holding VOE

As of 2025 Q4 — sorted by position size

STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 13.08% Dougherty Wealth Advisers LLC 3Y 7Y 9.26% Diesslin Group, Inc. 9.25% BHK Investment Advisors, LLC 3Y 7Y 9.2% Clayton Financial Group LLC 7.62% Gladwyn Financial Advisors, Inc. 7.39% Marotta Asset Management 3Y 7.35% Shakespeare Wealth Management, LLC 3Y 7Y 7.01% Rodgers & Associates, LTD 3Y 6.82% Avion Wealth 3Y 6.06%
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