Caitlin John’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Caitlin John’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	$30.3K	Hold	440	–	–	0.02%	366
2025 Q4	$30.6K	Hold	440	–	–	0.02%	380
2025 Q3	$31.2K	Buy	+440	New	+$30.5K	0.02%	335
2025 Q1	–	Sell	-440	Closed	-$30.1K	–	201
2024 Q4	$30.1K	Hold	440	–	–	0.02%	306
2024 Q3	$30.8K	Hold	440	–	–	0.02%	313
2024 Q2	$30.9K	Hold	440	–	–	0.02%	305
2024 Q1	$31.8K	Hold	440	–	–	0.02%	290
2023 Q4	$32.8K	Buy	+440	New	+$30.2K	0.03%	269

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caitlin John's BLV Position: Q1 2026 in Review

Caitlin John held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 440 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #366.

Caitlin John first reported a position in BLV in Q4 2023 and has held it in 8 quarters since. The position peaked at $32.8K in Q4 2023. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Caitlin John held 440 shares of Vanguard Long-Term Bond ETF worth $30.3K as of Q1 2026.
Caitlin John left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Long-Term Bond ETF made up 0.02% of Caitlin John's portfolio in Q1 2026, its #366 holding.
Caitlin John first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Vanguard Long-Term Bond ETF position peaked at $32.8K in Q4 2023.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.