Benjamin Edwards Inc’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Benjamin Edwards Inc’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	–	Sell	-74,917	Closed	-$5.28M	–	1154
2025 Q1	$5.28M	Buy	74,917 +2,124	+3%	+$147K	0.07%	251
2024 Q4	$4.98M	Buy	72,793 +1,635	+2%	+$117K	0.07%	261
2024 Q3	$5.35M	Buy	71,158 +64,588	+983%	+$4.75M	0.08%	251
2024 Q2	$462K	Sell	6,570 -220	-3%	-$15.4K	0.09%	231
2024 Q1	$491K	Sell	6,790 -200	-3%	-$14.4K	0.1%	221
2023 Q4	$521K	Sell	6,990 -67	-0.9%	-$4.59K	0.11%	199
2023 Q3	$473K	Buy	+7,057	New	+$503K	0.11%	191
2022 Q3	–	Sell	-18	Closed	-$1K	–	707
2022 Q2	$1K	Buy	+18	New	+$1.48K	﹤0.01%	683

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

KAS

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

Benjamin Edwards Inc's BLV Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 74,917 shares — an estimated $5.28M sold.

Benjamin Edwards Inc first reported a position in BLV in Q2 2022 and held it in 8 quarters. The position peaked at $5.35M in Q3 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Benjamin Edwards Inc reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 74,917 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $5.28M.
Benjamin Edwards Inc first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and held it in 8 quarters.
Benjamin Edwards Inc's Vanguard Long-Term Bond ETF position peaked at $5.35M in Q3 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.