SP
BSV icon

Symmetry Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Symmetry Partners’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 		$49.5M Buy
635,551
+15,141
+2% +$1.18M 2.52% 14
2026
Q1 		$48.6M Sell
620,410
-1,496
-0.2% -$118K 2.78% 12
2025
Q4 		$49M Buy
621,906
+285,804
+85% +$22.5M 2.9% 11
2025
Q3 		$26.5M Buy
336,102
+17,837
+6% +$1.4M 2.89% 10
2025
Q2 		$25M Buy
318,265
+14,303
+5% +$1.12M 3.08% 7
2025
Q1 		$23.8M Buy
303,962
+6,155
+2% +$478K 3.31% 8
2024
Q4 		$23M Buy
297,807
+125,395
+73% +$9.73M 3.27% 7
2024
Q3 		$13.6M Sell
172,412
-427,879
-71% -$33.3M 3.22% 9
2024
Q2 		$46M Buy
600,291
+378,259
+170% +$28.9M 2.37% 12
2024
Q1 		$17M Sell
222,032
-354,404
-61% -$27.2M 1.33% 23
2023
Q4 		$44.4M Buy
576,436
+22,198
+4% +$1.68M 2.4% 12
2023
Q3 		$41.7M Buy
554,238
+1,750
+0.3% +$132K 2.26% 12
2023
Q2 		$41.8M Sell
552,488
-2,347
-0.4% -$179K 2.21% 12
2023
Q1 		$42.4M Buy
554,835
+10,264
+2% +$778K 2.34% 12
2022
Q4 		$41M Buy
544,571
+47,819
+10% +$3.59M 2.43% 12
2022
Q3 		$37.2M Buy
496,752
+34,608
+7% +$2.64M 2.5% 9
2022
Q2 		$35.5M Buy
462,144
+4,274
+0.9% +$329K 2.39% 10
2022
Q1 		$35.7M Buy
457,870
+146,482
+47% +$11.6M 2.24% 10
2021
Q4 		$25.2M Sell
311,388
-121,182
-28% -$9.86M 1.6% 19
2021
Q3 		$35.4M Buy
432,570
+212,534
+97% +$17.5M 2.33% 7
2021
Q2 		$18.1M Sell
220,036
-90,249
-29% -$7.42M 1.2% 19
2021
Q1 		$25.5M Buy
310,285
+35,783
+13% +$2.95M 1.83% 11
2020
Q4 		$22.8M Buy
274,502
+46,445
+20% +$3.85M 1.77% 13
2020
Q3 		$18.9M Buy
228,057
+96,918
+74% +$8.05M 1.61% 13
2020
Q2 		$10.9M Buy
131,139
+3,408
+3% +$282K 1.36% 22
2020
Q1 		$10.5M Buy
127,731
+30,299
+31% +$2.46M 2.33% 14
2019
Q4 		$7.87M Hold
97,432
– – 1.62% 14
2019
Q3 		$7.87M Sell
97,432
-5,861
-6% -$473K 1.63% 14
2019
Q2 		$8.32M Sell
103,293
-22,824
-18% -$1.82M 1.7% 15
2019
Q1 		$10M Buy
126,117
+12,621
+11% +$996K 1.71% 13
2018
Q4 		$8.92M Buy
113,496
+1,765
+2% +$138K 2.27% 11
2018
Q3 		$8.72M Buy
111,731
+8,113
+8% +$634K 3.46% 11
2018
Q2 		$8.1M Sell
103,618
-11,513
-10% -$899K 3.4% 11
2018
Q1 		$9.03M Buy
115,131
+5,982
+5% +$470K 3.84% 11
2017
Q4 		$8.63M Buy
109,149
+6,796
+7% +$540K 4% 11
2017
Q3 		$8.17M Buy
102,353
+5,632
+6% +$450K 4.16% 10
2017
Q2 		$7.72M Buy
96,721
+24,880
+35% +$1.99M 4.21% 9
2017
Q1 		$5.73M Buy
71,841
+7,905
+12% +$629K 3.4% 10
2016
Q4 		$5.08M Buy
+63,936
New +$5.11M 3.56% 9

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Symmetry Partners's BSV Position: Q2 2026 in Review

Symmetry Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.4% in Q2 2026, buying an estimated $1.18M and bringing the position to 635,551 shares worth $49.5M. The position accounts for 2.52% of the portfolio, ranked #14.

Symmetry Partners first reported a position in BSV in Q4 2016 and has held it in 39 quarters since. 731 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Symmetry Partners held 635,551 shares of Vanguard Short-Term Bond ETF worth $49.5M as of Q2 2026.
  • Symmetry Partners bought 15,141 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard Short-Term Bond ETF made up 2.52% of Symmetry Partners's portfolio in Q2 2026, its #14 holding.
  • Symmetry Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 731 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.