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Capital Analysts LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Analysts LLC’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 		$1.69M Buy
24,587
+3,288
+15% +$230K 0.04% 263
2025
Q4 		$1.48M Buy
21,299
+1,865
+10% +$132K 0.04% 267
2025
Q3 		$1.38M Buy
19,434
+5,777
+42% +$401K 0.04% 263
2025
Q2 		$950K Buy
13,657
+2,588
+23% +$176K 0.03% 288
2025
Q1 		$780K Buy
11,069
+373
+3% +$25.9K 0.03% 298
2024
Q4 		$732K Buy
10,696
+814
+8% +$58.1K 0.03% 285
2024
Q3 		$743K Sell
9,882
-88
-0.9% -$6.47K 0.03% 278
2024
Q2 		$701K Buy
9,970
+244
+3% +$17.1K 0.03% 292
2024
Q1 		$703K Buy
9,726
+162
+2% +$11.7K 0.03% 284
2023
Q4 		$713K Sell
9,564
-1,782
-16% -$122K 0.04% 273
2023
Q3 		$761K Sell
11,346
-565
-5% -$40.3K 0.04% 251
2023
Q2 		$892K Buy
11,911
+218
+2% +$16.4K 0.05% 233
2023
Q1 		$896K Buy
11,693
+1,261
+12% +$95.3K 0.05% 229
2022
Q4 		$756K Buy
10,432
+5,201
+99% +$376K 0.05% 250
2022
Q3 		$376K Buy
5,231
+3,452
+194% +$273K 0.03% 293
2022
Q2 		$142K Buy
1,779
+481
+37% +$39.6K 0.01% 384
2022
Q1 		$119K Sell
1,298
-44
-3% -$4.2K 0.01% 404
2021
Q4 		$138K Hold
1,342
– – 0.01% 392
2021
Q3 		$137K Buy
1,342
+1,061
+378% +$111K 0.01% 391
2021
Q2 		$29K Buy
+281
New +$28.1K ﹤0.01% 619

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Analysts LLC's BLV Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard Long-Term Bond ETF (BLV) stake by 15% in Q1 2026, buying an estimated $230K and bringing the position to 24,587 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #263.

Capital Analysts LLC first reported a position in BLV in Q2 2021 and has held it in 20 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Capital Analysts LLC held 24,587 shares of Vanguard Long-Term Bond ETF worth $1.69M as of Q1 2026.
  • Capital Analysts LLC bought 3,288 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $230K.
  • Vanguard Long-Term Bond ETF made up 0.04% of Capital Analysts LLC's portfolio in Q1 2026, its #263 holding.
  • Capital Analysts LLC first reported a position in Vanguard Long-Term Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.