Avantax Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$4.53M	Buy	65,179 +14,582	+29%	+$994K	0.02%	476
2025 Q1	$3.56M	Sell	50,597 -2,586	-5%	-$179K	0.02%	522
2024 Q4	$3.64M	Buy	53,183 +4,944	+10%	+$353K	0.02%	494
2024 Q3	$3.63M	Buy	48,239 +5,101	+12%	+$375K	0.02%	489
2024 Q2	$3.03M	Buy	43,138 +6,406	+17%	+$449K	0.02%	523
2024 Q1	$2.66M	Sell	36,732 -47,291	-56%	-$3.41M	0.02%	463
2023 Q4	$6.27M	Buy	84,023 +54,558	+185%	+$3.74M	0.06%	237
2023 Q3	$1.98M	Sell	29,465 -8,557	-23%	-$610K	0.02%	461
2023 Q2	$2.85M	Buy	38,022 +9,883	+35%	+$742K	0.03%	367
2023 Q1	$2.16M	Buy	28,139 +39	+0.1%	+$2.95K	0.03%	419
2022 Q4	$2.04M	Buy	28,100 +325	+1%	+$23.5K	0.03%	426
2022 Q3	$2M	Sell	27,775 -1,387	-5%	-$110K	0.03%	370
2022 Q2	$2.33M	Buy	29,162 +422	+1%	+$34.7K	0.04%	344
2022 Q1	$2.63M	Buy	28,740 +622	+2%	+$59.3K	0.04%	316
2021 Q4	$2.89M	Buy	28,118 +2,601	+10%	+$269K	0.04%	296
2021 Q3	$2.61M	Buy	25,517 +2,471	+11%	+$259K	0.04%	290
2021 Q2	$2.37M	Buy	23,046 +1,033	+5%	+$103K	0.04%	298
2021 Q1	$2.17M	Buy	22,013 +2,801	+15%	+$287K	0.05%	275
2020 Q4	$2.1M	Sell	19,212 -1,899	-9%	-$211K	0.05%	264
2020 Q3	$2.36M	Buy	21,111 +14,573	+223%	+$1.66M	0.04%	334
2020 Q2	$727K	Buy	+6,538	New	+$714K	0.02%	400
2019 Q2	–	Sell	-2,282	Closed	-$210K	–	517
2019 Q1	$210K	Sell	2,282 -2,415	-51%	-$214K	0.01%	450
2018 Q4	$414K	Buy	+4,697	New	+$400K	0.07%	250

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Avantax Advisory Services's BLV Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Long-Term Bond ETF (BLV) stake by 29% in Q2 2025, buying an estimated $994K and bringing the position to 65,179 shares worth $4.53M. The position accounts for 0.02% of the portfolio, ranked #476.

Avantax Advisory Services first reported a position in BLV in Q4 2018 and has held it in 23 quarters since. The position peaked at $6.27M in Q4 2023. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Avantax Advisory Services held 65,179 shares of Vanguard Long-Term Bond ETF worth $4.53M as of Q2 2025.
Avantax Advisory Services bought 14,582 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $994K.
Vanguard Long-Term Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #476 holding.
Avantax Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2018 and has held it in 23 quarters since.
Avantax Advisory Services's Vanguard Long-Term Bond ETF position peaked at $6.27M in Q4 2023.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.