Aptus Capital Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Aptus Capital Advisors’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	$1.17K	Sell	17 -4,671	-100%	-$320K	﹤0.01%	1749
2026 Q1	$322K	Buy	4,688 +4,670	+25,944%	+$326K	﹤0.01%	850
2025 Q4	$1.25K	Hold	18	–	–	﹤0.01%	1629
2025 Q3	$1.27K	Sell	18 -23	-56%	-$1.6K	﹤0.01%	1565
2025 Q2	$2.86K	Buy	41 +23	+128%	+$1.57K	﹤0.01%	1458
2025 Q1	$1.27K	Sell	18 -27	-60%	-$1.87K	﹤0.01%	1406
2024 Q4	$3.08K	Buy	45 +20	+80%	+$1.43K	﹤0.01%	1359
2024 Q3	$1.88K	Sell	25 -473	-95%	-$34.8K	﹤0.01%	1196
2024 Q2	$35K	Hold	498	–	–	﹤0.01%	930
2024 Q1	$36K	Sell	498 -322	-39%	-$23.2K	﹤0.01%	920
2023 Q4	$61.2K	Hold	820	–	–	﹤0.01%	659
2023 Q3	$55K	Hold	820	–	–	﹤0.01%	682
2023 Q2	$61.4K	Sell	820 -1,952	-70%	-$147K	﹤0.01%	564
2023 Q1	$212K	Sell	2,772 -128	-4%	-$9.68K	0.01%	460
2022 Q4	$210K	Buy	2,900 +797	+38%	+$57.7K	0.01%	472
2022 Q3	$151K	Buy	2,103 +1,605	+322%	+$127K	﹤0.01%	465
2022 Q2	$40K	Hold	498	–	–	﹤0.01%	490
2022 Q1	$46K	Sell	498 -383	-43%	-$36.5K	﹤0.01%	515
2021 Q4	$91K	Buy	881 +559	+174%	+$57.8K	﹤0.01%	397
2021 Q3	$33K	Hold	322	–	–	﹤0.01%	433
2021 Q2	$33K	Buy	+322	New	+$32.2K	﹤0.01%	449
2020 Q4	–	Sell	-644	Closed	-$58K	–	477
2020 Q3	$58K	Buy	644 +322	+100%	+$36.7K	﹤0.01%	346
2020 Q2	$29K	Hold	322	–	–	﹤0.01%	345
2020 Q1	$29K	Hold	322	–	–	﹤0.01%	335
2019 Q4	$29K	Buy	+322	New	+$32.6K	﹤0.01%	422

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

Aptus Capital Advisors's BLV Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 100% in Q2 2026, selling an estimated $320K and leaving 17 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Aptus Capital Advisors first reported a position in BLV in Q4 2019 and has held it in 25 quarters since. The position peaked at $322K in Q1 2026. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Aptus Capital Advisors held 17 shares of Vanguard Long-Term Bond ETF worth $1.17K as of Q2 2026.
Aptus Capital Advisors sold 4,671 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $320K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1749 holding.
Aptus Capital Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 25 quarters since.
Aptus Capital Advisors's Vanguard Long-Term Bond ETF position peaked at $322K in Q1 2026.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.