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
2024 Q4 REDUCED 508,789 -39 -0.0% 10.64% $82.3M $158.25
2024 Q3 ADDED 508,828 +1,381 +0.3% 11.42% $85.3M $163.02
2024 Q2 ADDED 507,447 +15,377 +3.1% 12.17% $76.3M $145.55
2024 Q1 ADDED 492,070 +16,250 +3.4% 12.66% $76.7M $149.97
2023 Q4 ADDED 475,820 +14,114 +3.1% 11.17% $69.0M $138.82
2023 Q3 ADDED 461,706 +9,503 +2.1% 10.73% $60.5M $124.39
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOE price (monthly, adj. close)
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