Capital Investment Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Investment Advisory 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	$20.8K	Hold	302	–	–	﹤0.01%	1078
2026 Q1	$20.8K	Sell	302 -16	-5%	-$1.12K	﹤0.01%	989
2025 Q4	$22.1K	Sell	318 -14	-4%	-$991	﹤0.01%	947
2025 Q3	$23.5K	Hold	332	–	–	﹤0.01%	884
2025 Q2	$23.1K	Hold	332	–	–	﹤0.01%	859
2025 Q1	$23.4K	Buy	+332	New	+$23K	﹤0.01%	800
2024 Q1	–	Sell	-6	Closed	-$447	–	960
2023 Q4	$447	Hold	6	–	–	﹤0.01%	969
2023 Q3	$402	Buy	+6	New	+$428	﹤0.01%	936

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Capital Investment Advisory Services's BLV Position: Q2 2026 in Review

Capital Investment Advisory Services held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 302 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Capital Investment Advisory Services first reported a position in BLV in Q3 2023 and has held it in 8 quarters since. The position peaked at $23.5K in Q3 2025. 111 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Capital Investment Advisory Services held 302 shares of Vanguard Long-Term Bond ETF worth $20.8K as of Q2 2026.
Capital Investment Advisory Services left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1078 holding.
Capital Investment Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and has held it in 8 quarters since.
Capital Investment Advisory Services's Vanguard Long-Term Bond ETF position peaked at $23.5K in Q3 2025.
111 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.