Aspire Private Capital’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Aspire Private Capital’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	$4.68M	Buy	67,930 +2,979	+5%	+$204K	0.97%	29
2026 Q1	$4.47M	Buy	64,951 +3,090	+5%	+$216K	1.01%	25
2025 Q4	$4.3M	Sell	61,861 -154	-0.2%	-$10.9K	0.96%	29
2025 Q3	$4.39M	Buy	62,015 +2,455	+4%	+$170K	0.97%	30
2025 Q2	$4.14M	Sell	59,560 -2,712	-4%	-$185K	0.96%	25
2025 Q1	$4.39M	Sell	62,272 -4,790	-7%	-$332K	1.09%	25
2024 Q4	$4.59M	Buy	67,062 +2,735	+4%	+$195K	1.14%	22
2024 Q3	$4.84M	Buy	64,327 +2,256	+4%	+$166K	1.15%	21
2024 Q2	$4.36M	Sell	62,071 -875	-1%	-$61.3K	1.12%	24
2024 Q1	$4.55M	Buy	62,946 +6,542	+12%	+$472K	1.2%	21
2023 Q4	$4.21M	Buy	56,404 +457	+0.8%	+$31.3K	1.25%	19
2023 Q3	$3.75M	Buy	55,947 +2,408	+4%	+$172K	1.22%	20
2023 Q2	$4.01M	Buy	53,539 +2,665	+5%	+$200K	1.28%	20
2023 Q1	$3.9M	Buy	50,874 +1,559	+3%	+$118K	1.29%	22
2022 Q4	$3.57M	Buy	49,315 +450	+0.9%	+$32.6K	1.28%	22
2022 Q3	$3.52M	Sell	48,865 -1,380	-3%	-$109K	1.34%	23
2022 Q2	$4.01M	Buy	50,245 +808	+2%	+$66.5K	1.43%	22
2022 Q1	$4.53M	Buy	49,437 +3,152	+7%	+$301K	1.45%	20
2021 Q4	$4.76M	Buy	46,285 +2,076	+5%	+$215K	1.49%	20
2021 Q3	$4.52M	Sell	44,209 -1,767	-4%	-$185K	1.51%	17
2021 Q2	$4.74M	Buy	45,976 +11,291	+33%	+$1.13M	1.52%	17
2021 Q1	$3.4M	Buy	34,685 +8,999	+35%	+$923K	1.19%	25
2020 Q4	$2.82M	Buy	25,686 +2,180	+9%	+$243K	1.08%	29
2020 Q3	$2.63M	Buy	23,506 +1,491	+7%	+$170K	1.08%	25
2020 Q2	$2.46M	Buy	22,015 +1,946	+10%	+$213K	1.14%	23
2020 Q1	$2.14M	Buy	20,069 +881	+5%	+$92K	1.16%	23
2019 Q4	$1.93M	Buy	19,188 +72	+0.4%	+$7.29K	0.83%	34
2019 Q3	$1.96M	Buy	19,116 +896	+5%	+$90K	0.93%	31
2019 Q2	$1.77M	Buy	18,220 +617	+4%	+$57.3K	0.84%	35
2019 Q1	$1.62M	Buy	17,603 +668	+4%	+$59.2K	0.82%	30
2018 Q4	$1.48M	Buy	+16,935	New	+$1.44M	0.86%	35

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

Aspire Private Capital's BLV Position: Q2 2026 in Review

Aspire Private Capital increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.6% in Q2 2026, buying an estimated $204K and bringing the position to 67,930 shares worth $4.68M. The position accounts for 0.97% of the portfolio, ranked #29.

Aspire Private Capital first reported a position in BLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.84M in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Aspire Private Capital held 67,930 shares of Vanguard Long-Term Bond ETF worth $4.68M as of Q2 2026.
Aspire Private Capital bought 2,979 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $204K.
Vanguard Long-Term Bond ETF made up 0.97% of Aspire Private Capital's portfolio in Q2 2026, its #29 holding.
Aspire Private Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Aspire Private Capital's Vanguard Long-Term Bond ETF position peaked at $4.84M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.