BCMIO
BLV icon

Beacon Capital Management Inc (Ohio)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$39.9M Sell
579,071
-109,257
-16% -$7.49M 2.41% 15
2026
Q1 		$47.3M Sell
688,328
-207,439
-23% -$14.5M 2.66% 17
2025
Q4 		$62.3M Sell
895,767
-223,626
-20% -$15.8M 3.33% 15
2025
Q3 		$79.3M Buy
1,119,393
+509,835
+84% +$35.4M 3.79% 14
2025
Q2 		$42.4M Sell
609,558
-4,749,724
-89% -$324M 2.18% 17
2025
Q1 		$360M Buy
5,359,282
+5,336,937
+23,884% +$370M 17.92% 3
2024
Q4 		$1.53M Sell
22,345
-544,095
-96% -$38.8M 0.07% 26
2024
Q3 		$42.6M Buy
566,440
+91,017
+19% +$6.69M 1.77% 16
2024
Q2 		$33.4M Sell
475,423
-42,758
-8% -$2.99M 1.44% 16
2024
Q1 		$36.7M Sell
518,181
-449,676
-46% -$32.4M 1.54% 16
2023
Q4 		$72.2M Buy
967,857
+955,755
+7,897% +$65.5M 2.91% 2
2023
Q3 		$812K Sell
12,102
-1,379,365
-99% -$98.3M 0.03% 22
2023
Q2 		$104M Buy
1,391,467
+1,380,912
+13,083% +$104M 3.63% 3
2023
Q1 		$809K Buy
10,555
+27
+0.3% +$2.04K 0.03% 19
2022
Q4 		$763K Sell
10,528
-2,951
-22% -$214K 0.03% 19
2022
Q3 		$970K Buy
13,479
+675
+5% +$53.4K 0.04% 19
2022
Q2 		$1.02M Sell
12,804
-1,627
-11% -$134K 0.04% 22
2022
Q1 		$1.32M Sell
14,431
-1,144,488
-99% -$109M 0.04% 21
2021
Q4 		$119M Buy
1,158,919
+145,399
+14% +$15M 3.97% 13
2021
Q3 		$104M Buy
1,013,520
+421,797
+71% +$44.3M 3.83% 13
2021
Q2 		$61M Buy
591,723
+28,830
+5% +$2.88M 2.29% 14
2021
Q1 		$55.2M Sell
562,893
-466,276
-45% -$47.8M 2.24% 14
2020
Q4 		$113M Sell
1,029,169
-351,877
-25% -$39.2M 4.91% 14
2020
Q3 		$154M Buy
1,381,046
+365,066
+36% +$41.6M 7.39% 4
2020
Q2 		$113M Buy
1,015,980
+992,862
+4,295% +$108M 5.8% 8
2020
Q1 		$2.47M Sell
23,118
-1,040,204
-98% -$109M 0.13% 14
2019
Q4 		$107M Sell
1,063,322
-134,868
-11% -$13.7M 4.73% 12
2019
Q3 		$123M Sell
1,198,190
-73,045
-6% -$7.34M 5.64% 10
2019
Q2 		$123M Sell
1,271,235
-596,909
-32% -$55.4M 5.65% 10
2019
Q1 		$172M Sell
1,868,144
-4,479,423
-71% -$397M 7.83% 2
2018
Q4 		$555M Buy
6,347,567
+5,663,709
+828% +$483M 24.72% 2
2018
Q3 		$59.8M Sell
683,858
-28,574
-4% -$2.53M 2.45% 14
2018
Q2 		$63.1M Sell
712,432
-24,346
-3% -$2.16M 2.67% 14
2018
Q1 		$67M Sell
736,778
-482,094
-40% -$43.9M 2.9% 14
2017
Q4 		$116M Sell
1,218,872
-39,564
-3% -$3.72M 5.02% 12
2017
Q3 		$118M Buy
1,258,436
+118,135
+10% +$11.1M 5.52% 12
2017
Q2 		$106M Buy
1,140,301
+349,226
+44% +$32.1M 5.25% 13
2017
Q1 		$71.2M Sell
791,075
-62,757
-7% -$5.63M 3.68% 14
2016
Q4 		$76.1M Sell
853,832
-260,533
-23% -$24M 4.33% 14
2016
Q3 		$110M Sell
1,114,365
-4,350,511
-80% -$430M 6.63% 14
2016
Q2 		$536M Buy
5,464,876
+152,016
+3% +$14.4M 33.72% 1
2016
Q1 		$494M Buy
5,312,860
+75,758
+1% +$6.81M 33.14% 1
2015
Q4 		$455M Buy
5,237,102
+48,850
+0.9% +$4.33M 32.39% 3
2015
Q3 		$464M Buy
5,188,252
+4,542,060
+703% +$404M 32.71% 3
2015
Q2 		$56.6M Buy
646,192
+95,307
+17% +$8.72M 4.36% 14
2015
Q1 		$53.1M Buy
550,885
+103,128
+23% +$9.94M 4.98% 12
2014
Q4 		$42.2M Buy
447,757
+76,296
+21% +$7.04M 5.14% 12
2014
Q3 		$33.5M Buy
371,461
+58,006
+19% +$5.23M 5.04% 12
2014
Q2 		$28.2M Buy
313,455
+61,143
+24% +$5.41M 5.1% 12
2014
Q1 		$21.9M Buy
252,312
+31,914
+14% +$2.71M 5.22% 12
2013
Q4 		$18M Buy
+220,398
New +$18.3M 5.38% 14

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
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s BLV Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its Vanguard Long-Term Bond ETF (BLV) stake by 16% in Q2 2026, selling an estimated $7.49M and leaving 579,071 shares worth $39.9M. The position accounts for 2.41% of the portfolio, ranked #15.

Beacon Capital Management Inc (Ohio) first reported a position in BLV in Q4 2013 and has held it in 51 quarters since. The position peaked at $555M in Q4 2018. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 579,071 shares of Vanguard Long-Term Bond ETF worth $39.9M as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) sold 109,257 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $7.49M.
  • Vanguard Long-Term Bond ETF made up 2.41% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #15 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Long-Term Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Beacon Capital Management Inc (Ohio)'s Vanguard Long-Term Bond ETF position peaked at $555M in Q4 2018.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.