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 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 $374B AUM 17.66% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cerity Partners's BLV Position: Q1 2026 in Review

Cerity Partners increased its Vanguard Long-Term Bond ETF (BLV) stake by 3.4% in Q1 2026, buying an estimated $178K and bringing the position to 76,521 shares worth $5.26M. The position accounts for 0.01% of the portfolio, ranked #982.

Cerity Partners first reported a position in BLV in Q4 2022 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Cerity Partners held 76,521 shares of Vanguard Long-Term Bond ETF worth $5.26M as of Q1 2026.
Cerity Partners bought 2,546 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $178K.
Vanguard Long-Term Bond ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #982 holding.
Cerity Partners first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 6 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.