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SYM Financial Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SYM Financial Corp’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.6K Buy
+585
New +$45.7K ﹤0.01% 438
2025
Q1 		– Sell
-1
Closed -$77 – 359
2024
Q4 		$77 Buy
+1
New +$78 ﹤0.01% 333
2023
Q4 		– Sell
-64
Closed -$4.81K – 180
2023
Q3 		$4.81K Buy
+64
New +$4.83K ﹤0.01% 171

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SYM Financial Corp opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 585 shares worth $45.6K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in BSV as recently as Q4 2024.

SYM Financial Corp first reported a position in BSV in Q3 2023 and has held it in 3 quarters since. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • SYM Financial Corp held 585 shares of Vanguard Short-Term Bond ETF worth $45.6K as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new SYM Financial Corp position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #438 holding.
  • SYM Financial Corp first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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