SYM Financial Corp’s Vanguard Total Bond Market BND Stock Holding History

SYM Financial Corp’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$174K	Buy	+2,377	New	+$174K	0.01%	388
2025 Q3	–	Sell	-3,128	Closed	-$230K	–	414
2025 Q2	$230K	Sell	3,128 -49	-2%	-$3.56K	0.03%	270
2025 Q1	$233K	Sell	3,177 -70	-2%	-$5.08K	0.03%	226
2024 Q4	$233K	Buy	+3,247	New	+$237K	0.03%	199
2023 Q4	–	Sell	-2,842	Closed	-$198K	–	179
2023 Q3	$198K	Sell	2,842 -10,833	-79%	-$773K	0.04%	90
2023 Q2	$994K	Buy	13,675 +3,975	+41%	+$291K	0.2%	22
2023 Q1	$716K	Buy	9,700 +864	+10%	+$63.2K	0.16%	24
2022 Q4	$635K	Buy	8,836 +2,171	+33%	+$156K	0.15%	26
2022 Q3	$475K	Buy	6,665 +487	+8%	+$36.4K	0.23%	33
2022 Q2	$465K	Buy	6,178 +2,297	+59%	+$175K	0.22%	28
2022 Q1	$309K	Buy	3,881 +69	+2%	+$5.64K	0.13%	38
2021 Q4	$323K	Buy	+3,812	New	+$325K	0.13%	34

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SYM Financial Corp's BND Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 2,377 shares worth $174K. The stake represents 0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in BND as recently as Q2 2025.

SYM Financial Corp first reported a position in BND in Q4 2021 and has held it in 12 quarters since. The position peaked at $994K in Q2 2023. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

SYM Financial Corp held 2,377 shares of Vanguard Total Bond Market worth $174K as of Q2 2026.
Vanguard Total Bond Market was a new SYM Financial Corp position in Q2 2026.
Vanguard Total Bond Market made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #388 holding.
SYM Financial Corp first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 12 quarters since.
SYM Financial Corp's Vanguard Total Bond Market position peaked at $994K in Q2 2023.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.