Cerity Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Cerity Partners’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	$5.37M	Buy	77,932 +1,411	+2%	+$96.8K	0.01%	1063
2026 Q1	$5.26M	Buy	76,521 +2,546	+3%	+$178K	0.01%	982
2025 Q4	$5.14M	Buy	+73,975	New	+$5.23M	0.01%	906
2024 Q3	–	Sell	-3,667	Closed	-$258K	–	2541
2024 Q2	$258K	Buy	3,667 +48	+1%	+$3.36K	﹤0.01%	1901
2024 Q1	$262K	Buy	+3,619	New	+$261K	﹤0.01%	1944
2023 Q2	–	Sell	-13,241	Closed	-$1.01M	–	1680
2023 Q1	$1.01M	Buy	13,241 +1,085	+9%	+$82K	﹤0.01%	967
2022 Q4	$881K	Buy	+12,156	New	+$880K	0.01%	732

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cerity Partners's BLV Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.8% in Q2 2026, buying an estimated $96.8K and bringing the position to 77,932 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #1063.

Cerity Partners first reported a position in BLV in Q4 2022 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Cerity Partners held 77,932 shares of Vanguard Long-Term Bond ETF worth $5.37M as of Q2 2026.
Cerity Partners bought 1,411 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $96.8K.
Vanguard Long-Term Bond ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1063 holding.
Cerity Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 7 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.