Capital Advisors Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Advisors Wealth 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 Q3	$294K	Sell	4,694 -2,583	-35%	-$171K	0.03%	191
2026 Q2	$502K	Sell	7,277 -5,219	-42%	-$358K	0.06%	141
2026 Q1	$859K	Sell	12,496 -11,508	-48%	-$803K	0.12%	102
2025 Q4	$1.67M	Sell	24,004 -226,776	-90%	-$16M	0.23%	68
2025 Q3	$17.8M	Sell	250,780 -29,136	-10%	-$2.02M	2.54%	10
2025 Q2	$19.5M	Buy	279,916 +48,892	+21%	+$3.33M	3.06%	10
2025 Q1	$16.3M	Sell	231,024 -91,045	-28%	-$6.32M	2.87%	11
2024 Q4	$22M	Sell	322,069 -16,515	-5%	-$1.18M	3.92%	6
2024 Q3	$25.5M	Buy	338,584 +106,918	+46%	+$7.86M	4.69%	6
2024 Q2	$16.3M	Buy	231,666 +5,189	+2%	+$363K	3.22%	11
2024 Q1	$16.4M	Buy	226,477 +56,722	+33%	+$4.09M	3.4%	11
2023 Q4	$12.7M	Buy	169,755 +100,369	+145%	+$6.88M	2.89%	11
2023 Q3	$4.65M	Buy	69,386 +12,341	+22%	+$879K	1.22%	23
2023 Q2	$4.27M	Buy	57,045 +2,267	+4%	+$170K	1.09%	22
2023 Q1	$4.2M	Buy	+54,778	New	+$4.14M	1.16%	24
2022 Q1	–	Sell	-3,263	Closed	-$336K	–	124
2021 Q4	$336K	Buy	3,263 +749	+30%	+$77.4K	0.1%	89
2021 Q3	$257K	Buy	2,514 +440	+21%	+$46.2K	0.09%	86
2021 Q2	$214K	Sell	2,074 -130	-6%	-$13K	0.08%	89
2021 Q1	$216K	Buy	+2,204	New	+$226K	0.09%	86

Other funds holding BLV

PIC

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

Capital Advisors Wealth Management's BLV Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 35% in Q3 2026, selling an estimated $171K and leaving 4,694 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #191.

Capital Advisors Wealth Management first reported a position in BLV in Q1 2021 and has held it in 19 quarters since. The position peaked at $25.5M in Q3 2024. 22 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Capital Advisors Wealth Management held 4,694 shares of Vanguard Long-Term Bond ETF worth $294K as of Q3 2026.
Capital Advisors Wealth Management sold 2,583 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $171K.
Vanguard Long-Term Bond ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #191 holding.
Capital Advisors Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and has held it in 19 quarters since.
Capital Advisors Wealth Management's Vanguard Long-Term Bond ETF position peaked at $25.5M in Q3 2024.
22 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.