Syntegra Private Wealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Syntegra Private Wealth Group’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	$1.15M	Sell	14,735 -1,885	-11%	-$147K	0.09%	64
2026 Q1	$1.3M	Sell	16,620 -340	-2%	-$26.8K	0.12%	54
2025 Q4	$1.34M	Buy	16,960 +10,102	+147%	+$797K	0.12%	54
2025 Q3	$541K	Buy	6,858 +2,592	+61%	+$204K	0.05%	95
2025 Q2	$336K	Buy	+4,266	New	+$334K	0.03%	140
2024 Q2	–	Sell	-3,247	Closed	-$249K	–	149
2024 Q1	$249K	Sell	3,247 -60	-2%	-$4.6K	0.03%	126
2023 Q4	$255K	Sell	3,307 -213	-6%	-$16.1K	0.04%	115
2023 Q3	$265K	Sell	3,520 -5,589	-61%	-$421K	0.04%	106
2023 Q2	$688K	Buy	+9,109	New	+$694K	0.11%	55
2023 Q1	–	Sell	-3,448	Closed	-$260K	–	118
2022 Q4	$260K	Buy	+3,448	New	+$259K	0.05%	90

Other funds holding BSV

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Syntegra Private Wealth Group's BSV Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q2 2026, selling an estimated $147K and leaving 14,735 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #64.

Syntegra Private Wealth Group first reported a position in BSV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Syntegra Private Wealth Group held 14,735 shares of Vanguard Short-Term Bond ETF worth $1.15M as of Q2 2026.
Syntegra Private Wealth Group sold 1,885 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $147K.
Vanguard Short-Term Bond ETF made up 0.09% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #64 holding.
Syntegra Private Wealth Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 10 quarters since.
Syntegra Private Wealth Group's Vanguard Short-Term Bond ETF position peaked at $1.34M in Q4 2025.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.