Action Point Financial Planning’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Action Point Financial Planning’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 Q2	$287K	Buy	+4,167	New	+$286K	0.03%	369

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's BLV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 4,167 shares worth $287K. The stake represents 0.03% of the portfolio and ranks #369 among its holdings.

408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Action Point Financial Planning held 4,167 shares of Vanguard Long-Term Bond ETF worth $287K as of Q2 2026.
Vanguard Long-Term Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #369 holding.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.