Capital Group Private Client Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Group Private Client Services’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	$1.47M	Hold	21,285	–	–	0.02%	183
2026 Q1	$1.46M	Hold	21,285	–	–	0.02%	172
2025 Q4	$1.48M	Hold	21,285	–	–	0.02%	186
2025 Q3	$1.51M	Hold	21,285	–	–	0.03%	191
2025 Q2	$1.48M	Hold	21,285	–	–	0.01%	221
2025 Q1	$1.5M	Buy	21,285 +10,567	+99%	+$733K	0.01%	219
2024 Q4	$733K	Buy	+10,718	New	+$765K	0.01%	237

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

Capital Group Private Client Services's BLV Position: Q2 2026 in Review

Capital Group Private Client Services held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 21,285 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #183.

Capital Group Private Client Services first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Capital Group Private Client Services held 21,285 shares of Vanguard Long-Term Bond ETF worth $1.47M as of Q2 2026.
Capital Group Private Client Services left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #183 holding.
Capital Group Private Client Services first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Capital Group Private Client Services's Vanguard Long-Term Bond ETF position peaked at $1.51M in Q3 2025.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.