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

BCM 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
2025
Q3 		– Sell
-10,017
Closed -$693K – 75
2025
Q2 		$693K Buy
10,017
+643
+7% +$43.9K 0.15% 49
2025
Q1 		$640K Sell
9,374
-9,574
-51% -$665K 0.15% 50
2024
Q4 		$1.33M Sell
18,948
-5,451
-22% -$389K 0.3% 41
2024
Q3 		$1.74M Buy
24,399
+8,099
+50% +$595K 0.4% 36
2024
Q2 		$1.18M Buy
16,300
+2,311
+17% +$162K 0.28% 40
2024
Q1 		$954K Sell
13,989
-7,577
-35% -$547K 0.24% 43
2023
Q4 		$1.58M Sell
21,566
-4,477
-17% -$307K 0.41% 34
2023
Q3 		$1.76M Sell
26,043
-9,840
-27% -$701K 0.52% 28
2023
Q2 		$2.68M Sell
35,883
-11,235
-24% -$843K 0.72% 24
2023
Q1 		$3.52M Buy
47,118
+5,131
+12% +$388K 0.95% 22
2022
Q4 		$3.29M Buy
41,987
+3,196
+8% +$231K 0.91% 22
2022
Q3 		$2.7M Sell
38,791
-4,513
-10% -$357K 0.79% 24
2022
Q2 		$3.54M Buy
43,304
+39,965
+1,197% +$3.29M 0.98% 21
2022
Q1 		$282K Buy
+3,339
New +$318K 0.07% 47

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM Advisors's BLV Position: Q3 2025 in Review

BCM Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2025, closing a stake of 10,017 shares — an estimated $693K sold.

BCM Advisors first reported a position in BLV in Q1 2022 and held it in 14 quarters. The position peaked at $3.54M in Q2 2022. 379 funds tracked by Wall St. Rank hold BLV as of Q3 2025.

  • BCM Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • BCM Advisors sold 10,017 Vanguard Long-Term Bond ETF shares in Q3 2025, an estimated $693K.
  • BCM Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 14 quarters.
  • BCM Advisors's Vanguard Long-Term Bond ETF position peaked at $3.54M in Q2 2022.
  • 379 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2025.

Based on BCM Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.