Superior Planning, LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Superior Planning, LLC’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$130K	Buy	+2,074	New	+$137K	0.05%	207

Other funds holding BLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Superior Planning, LLC's BLV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q3 2026: 2,074 shares worth $130K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

285 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Superior Planning, LLC held 2,074 shares of Vanguard Long-Term Bond ETF worth $130K as of Q3 2026.
Vanguard Long-Term Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Long-Term Bond ETF made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #207 holding.
285 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.