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Brookwood Investment Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Brookwood Investment Group’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 		$340K Buy
4,930
+123
+3% +$8.44K 0.04% 381
2026
Q1 		$331K Sell
4,807
-1,261
-21% -$88K 0.04% 372
2025
Q4 		$422K Sell
6,068
-494
-8% -$35K 0.05% 327
2025
Q3 		$465K Buy
6,562
+3,346
+104% +$232K 0.06% 282
2025
Q2 		$224K Buy
+3,216
New +$219K 0.04% 386

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

Brookwood Investment Group's BLV Position: Q2 2026 in Review

Brookwood Investment Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.6% in Q2 2026, buying an estimated $8.44K and bringing the position to 4,930 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #381.

Brookwood Investment Group first reported a position in BLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $465K in Q3 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Brookwood Investment Group held 4,930 shares of Vanguard Long-Term Bond ETF worth $340K as of Q2 2026.
  • Brookwood Investment Group bought 123 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $8.44K.
  • Vanguard Long-Term Bond ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #381 holding.
  • Brookwood Investment Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Vanguard Long-Term Bond ETF position peaked at $465K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.