Burk Holdings’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Burk Holdings’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	$1.68M	Buy	24,305 +2,960	+14%	+$203K	0.62%	31
2026 Q1	$1.47M	Buy	21,345 +902	+4%	+$63K	0.63%	31
2025 Q4	$1.42M	Buy	20,443 +1,496	+8%	+$106K	0.68%	32
2025 Q3	$1.34M	Buy	+18,947	New	+$1.31M	0.72%	29

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Burk Holdings's BLV Position: Q2 2026 in Review

Burk Holdings increased its Vanguard Long-Term Bond ETF (BLV) stake by 14% in Q2 2026, buying an estimated $203K and bringing the position to 24,305 shares worth $1.68M. The position accounts for 0.62% of the portfolio, ranked #31.

Burk Holdings first reported a position in BLV in Q3 2025 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Burk Holdings held 24,305 shares of Vanguard Long-Term Bond ETF worth $1.68M as of Q2 2026.
Burk Holdings bought 2,960 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $203K.
Vanguard Long-Term Bond ETF made up 0.62% of Burk Holdings's portfolio in Q2 2026, its #31 holding.
Burk Holdings first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.