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Synergy Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Synergy Asset Management’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 		$256K Buy
+3,287
New +$257K 0.02% 229
2025
Q1 		– Sell
-67
Closed -$5.27K – 195
2024
Q4 		$5.27K Buy
+67
New +$5.2K ﹤0.01% 563

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Synergy Asset Management's BSV Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 3,287 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in BSV as recently as Q4 2024.

Synergy Asset Management first reported a position in BSV in Q4 2024 and has held it in 2 quarters since. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Synergy Asset Management held 3,287 shares of Vanguard Short-Term Bond ETF worth $256K as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new Synergy Asset Management position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #229 holding.
  • Synergy Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.