CIM
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Capital Investment Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Capital Investment 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
Q2 		$3.68M Buy
53,395
+381
+0.7% +$26.1K 1.13% 20
2026
Q1 		$3.65M Buy
53,014
+4,001
+8% +$279K 1.25% 18
2025
Q4 		$3.41M Buy
+49,013
New +$3.47M 1.19% 18

Other funds holding BLV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Envestnet Portfolio Solutions
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
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 Management's BLV Position: Q2 2026 in Review

Capital Investment Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.72% in Q2 2026, buying an estimated $26.1K and bringing the position to 53,395 shares worth $3.68M. The position accounts for 1.13% of the portfolio, ranked #20.

Capital Investment Management first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Capital Investment Management held 53,395 shares of Vanguard Long-Term Bond ETF worth $3.68M as of Q2 2026.
  • Capital Investment Management bought 381 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $26.1K.
  • Vanguard Long-Term Bond ETF made up 1.13% of Capital Investment Management's portfolio in Q2 2026, its #20 holding.
  • Capital Investment Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.