Bryn Mawr Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Bryn Mawr Capital Management’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 Q1	–	Sell	-2,883	Closed	-$200K	–	441
2025 Q4	$200K	Buy	2,883 +9	+0.3%	+$637	0.01%	433
2025 Q3	$204K	Sell	2,874 -94	-3%	-$6.52K	0.01%	427
2025 Q2	$206K	Buy	+2,968	New	+$202K	0.01%	407

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Bryn Mawr Capital Management's BLV Position: Q1 2026 in Review

Bryn Mawr Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 2,883 shares — an estimated $200K sold.

Bryn Mawr Capital Management first reported a position in BLV in Q2 2025 and held it in 3 quarters. The position peaked at $206K in Q2 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Bryn Mawr Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Bryn Mawr Capital Management sold 2,883 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $200K.
Bryn Mawr Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2025 and held it in 3 quarters.
Bryn Mawr Capital Management's Vanguard Long-Term Bond ETF position peaked at $206K in Q2 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.